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Spark Investment Management’s New Jersey Resources NJR Stock Holding History

Spark Investment Management’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-17,600
Closed -$784K – 482
2019
Q4 		$784K Buy
+17,600
New +$760K 0.09% 284
2014
Q4 		– Sell
-40,000
Closed -$1.01M – 772
2014
Q3 		$1.01M Hold
40,000
– – 0.15% 205
2014
Q2 		$1.14M Buy
+40,000
New +$1.04M 0.17% 197

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Spark Investment Management's NJR Position: Q1 2020 in Review

Spark Investment Management sold out of New Jersey Resources (NJR) in Q1 2020, closing a stake of 17,600 shares — an estimated $784K sold.

Spark Investment Management first reported a position in NJR in Q2 2014 and held it in 3 quarters. The position peaked at $1.14M in Q2 2014. 247 funds tracked by Wall St. Rank hold NJR as of Q1 2020.

  • Spark Investment Management reported no remaining New Jersey Resources position as of Q1 2020 after selling out during the quarter.
  • Spark Investment Management sold 17,600 New Jersey Resources shares in Q1 2020, an estimated $784K.
  • Spark Investment Management first reported a position in New Jersey Resources in Q2 2014 and held it in 3 quarters.
  • Spark Investment Management's New Jersey Resources position peaked at $1.14M in Q2 2014.
  • 247 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2020.

Based on Spark Investment Management's 13F filing for Q1 2020, filed 12 May 2020.