Tilia Fiduciary Partners’s New Jersey Resources NJR Stock Holding History

Tilia Fiduciary Partners’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	–	Sell	-986	Closed	-$46.5K	–	338
2023 Q2	$46.5K	Hold	986	–	–	0.04%	225
2023 Q1	$52.5K	Hold	986	–	–	0.05%	204
2022 Q4	$48.9K	Hold	986	–	–	0.05%	200
2022 Q3	$39K	Hold	986	–	–	0.04%	220
2022 Q2	$43K	Hold	986	–	–	0.04%	218
2022 Q1	$45K	Hold	986	–	–	0.04%	231
2021 Q4	$40K	Buy	+986	New	+$38.1K	0.03%	245

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tilia Fiduciary Partners's NJR Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of New Jersey Resources (NJR) in Q3 2023, closing a stake of 986 shares — an estimated $46.5K sold.

Tilia Fiduciary Partners first reported a position in NJR in Q4 2021 and held it in 7 quarters. The position peaked at $52.5K in Q1 2023. 320 funds tracked by Wall St. Rank hold NJR as of Q3 2023.

Tilia Fiduciary Partners reported no remaining New Jersey Resources position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 986 New Jersey Resources shares in Q3 2023, an estimated $46.5K.
Tilia Fiduciary Partners first reported a position in New Jersey Resources in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's New Jersey Resources position peaked at $52.5K in Q1 2023.
320 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.