Truist Financial’s New Jersey Resources NJR Stock Holding History

Truist Financial’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
2024 Q1	–	Sell	-4,985	Closed	-$222K	–	2691
2023 Q4	$222K	Buy	+4,985	New	+$212K	﹤0.01%	2454
2023 Q2	–	Sell	-5,760	Closed	-$306K	–	2636
2023 Q1	$306K	Sell	5,760 -139	-2%	-$7.08K	﹤0.01%	2247
2022 Q4	$293K	Buy	5,899 +18	+0.3%	+$822	﹤0.01%	2243
2022 Q3	$228K	Sell	5,881 -759	-11%	-$33.8K	﹤0.01%	2232
2022 Q2	$296K	Sell	6,640 -905	-12%	-$40.7K	﹤0.01%	2224
2022 Q1	$346K	Sell	7,545 -140	-2%	-$5.83K	﹤0.01%	2219
2021 Q4	$316K	Buy	+7,685	New	+$297K	﹤0.01%	2323
2021 Q3	–	Sell	-25,405	Closed	-$1.01M	–	2782
2021 Q2	$1.01M	Buy	+25,405	New	+$1.07M	﹤0.01%	1647
2020 Q4	–	Sell	-27,043	Closed	-$731K	–	2609
2020 Q3	$731K	Buy	27,043 +6,365	+31%	+$194K	﹤0.01%	1515
2020 Q2	$675K	Buy	+20,678	New	+$685K	﹤0.01%	1459
2020 Q1	–	Sell	-4,561	Closed	-$204K	–	2520
2019 Q4	$204K	Buy	+4,561	New	+$197K	﹤0.01%	2345

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

Norges Bank Oslo, Norway $935B AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Truist Financial's NJR Position: Q1 2024 in Review

Truist Financial sold out of New Jersey Resources (NJR) in Q1 2024, closing a stake of 4,985 shares — an estimated $222K sold.

Truist Financial first reported a position in NJR in Q4 2019 and held it in 11 quarters. The position peaked at $1.01M in Q2 2021. 336 funds tracked by Wall St. Rank hold NJR as of Q1 2024.

Truist Financial reported no remaining New Jersey Resources position as of Q1 2024 after selling out during the quarter.
Truist Financial sold 4,985 New Jersey Resources shares in Q1 2024, an estimated $222K.
Truist Financial first reported a position in New Jersey Resources in Q4 2019 and held it in 11 quarters.
Truist Financial's New Jersey Resources position peaked at $1.01M in Q2 2021.
336 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.