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Tiedemann Advisors’s New Jersey Resources NJR Stock Holding History

Tiedemann Advisors’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
Q4 		– Sell
-110,415
Closed -$3.02M – 342
2020
Q3 		$3.02M Sell
110,415
-9,320
-8% -$284K 0.15% 97
2020
Q2 		$3.95M Buy
119,735
+31,084
+35% +$1.03M 0.21% 71
2020
Q1 		$3.03M Buy
88,651
+32,736
+59% +$1.28M 0.2% 79
2019
Q4 		$2.51M Sell
55,915
-3,880
-6% -$168K 0.12% 99
2019
Q3 		$2.71M Buy
59,795
+36,550
+157% +$1.71M 0.13% 104
2019
Q2 		$1.16M Sell
23,245
-4,050
-15% -$200K 0.06% 141
2019
Q1 		$1.37M Sell
27,295
-110
-0.4% -$5.24K 0.06% 179
2018
Q4 		$1.26M Sell
27,405
-8,287
-23% -$391K 0.06% 177
2018
Q3 		$1.66M Sell
35,692
-4,363
-11% -$201K 0.1% 126
2018
Q2 		$1.8M Sell
40,055
-7,380
-16% -$312K 0.12% 114
2018
Q1 		$1.91M Buy
47,435
+4,980
+12% +$194K 0.13% 99
2017
Q4 		$1.72M Buy
42,455
+13,305
+46% +$572K 0.13% 85
2017
Q3 		$1.24M Buy
29,150
+1,261
+5% +$53.3K 0.11% 129
2017
Q2 		$1.11M Buy
+27,889
New +$1.14M 0.08% 200

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tiedemann Advisors's NJR Position: Q4 2020 in Review

Tiedemann Advisors sold out of New Jersey Resources (NJR) in Q4 2020, closing a stake of 110,415 shares — an estimated $3.02M sold.

Tiedemann Advisors first reported a position in NJR in Q2 2017 and held it in 14 quarters. The position peaked at $3.95M in Q2 2020. 268 funds tracked by Wall St. Rank hold NJR as of Q4 2020.

  • Tiedemann Advisors reported no remaining New Jersey Resources position as of Q4 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 110,415 New Jersey Resources shares in Q4 2020, an estimated $3.02M.
  • Tiedemann Advisors first reported a position in New Jersey Resources in Q2 2017 and held it in 14 quarters.
  • Tiedemann Advisors's New Jersey Resources position peaked at $3.95M in Q2 2020.
  • 268 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.