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Steward Financial Group’s New Jersey Resources NJR Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+27
New +$1.18K ﹤0.01% 1216
2022
Q3 		– Sell
-33
Closed -$1K – 887
2022
Q2 		$1K Buy
+33
New +$1.48K ﹤0.01% 812

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Steward Financial Group's NJR Position: Q3 2023 in Review

Steward Financial Group opened a new position in New Jersey Resources (NJR) in Q3 2023: 27 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1216 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in NJR as recently as Q2 2022.

Steward Financial Group first reported a position in NJR in Q2 2022 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold NJR as of Q3 2023.

  • Steward Financial Group held 27 shares of New Jersey Resources worth $1K as of Q3 2023.
  • New Jersey Resources was a new Steward Financial Group position in Q3 2023.
  • New Jersey Resources made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1216 holding.
  • Steward Financial Group first reported a position in New Jersey Resources in Q2 2022 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.