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TIAA FSB’s New Jersey Resources NJR Stock Holding History

TIAA FSB’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
Q2 		$233K Buy
4,938
+506
+11% +$25.5K ﹤0.01% 521
2023
Q1 		$236K Sell
4,432
-1,072
-19% -$54.6K ﹤0.01% 516
2022
Q4 		$273K Sell
5,504
-20
-0.4% -$913 ﹤0.01% 492
2022
Q3 		$214K Sell
5,524
-116
-2% -$5.17K ﹤0.01% 526
2022
Q2 		$251K Buy
+5,640
New +$253K ﹤0.01% 517

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA FSB's NJR Position: Q2 2023 in Review

TIAA FSB increased its New Jersey Resources (NJR) stake by 11% in Q2 2023, buying an estimated $25.5K and bringing the position to 4,938 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

TIAA FSB first reported a position in NJR in Q2 2022 and has held it in 5 quarters since. The position peaked at $273K in Q4 2022. 342 funds tracked by Wall St. Rank hold NJR as of Q2 2023.

  • TIAA FSB held 4,938 shares of New Jersey Resources worth $233K as of Q2 2023.
  • TIAA FSB bought 506 New Jersey Resources shares in Q2 2023, an estimated $25.5K.
  • New Jersey Resources made up ﹤0.01% of TIAA FSB's portfolio in Q2 2023, its #521 holding.
  • TIAA FSB first reported a position in New Jersey Resources in Q2 2022 and has held it in 5 quarters since.
  • TIAA FSB's New Jersey Resources position peaked at $273K in Q4 2022.
  • 342 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.