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Whittier Trust’s New Jersey Resources NJR Stock Holding History

Whittier Trust’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
Q1 		– Sell
-2,737
Closed -$136K – 1628
2022
Q4 		$136K Buy
+2,737
New +$125K ﹤0.01% 735
2022
Q3 		– Sell
-52
Closed -$2K – 1727
2022
Q2 		$2K Hold
52
– – ﹤0.01% 1573
2022
Q1 		$2K Buy
+52
New +$2.17K ﹤0.01% 1592
2020
Q1 		– Sell
-4,544
Closed -$202K – 1554
2019
Q4 		$202K Buy
+4,544
New +$196K 0.01% 556
2017
Q4 		– Sell
-148
Closed -$6K – 1333
2017
Q3 		$6K Hold
148
– – ﹤0.01% 1112
2017
Q2 		$6K Hold
148
– – ﹤0.01% 1070
2017
Q1 		$6K Buy
+148
New +$5.58K ﹤0.01% 1111

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Whittier Trust's NJR Position: Q1 2023 in Review

Whittier Trust sold out of New Jersey Resources (NJR) in Q1 2023, closing a stake of 2,737 shares — an estimated $136K sold.

Whittier Trust first reported a position in NJR in Q1 2017 and held it in 7 quarters. The position peaked at $202K in Q4 2019. 321 funds tracked by Wall St. Rank hold NJR as of Q1 2023.

  • Whittier Trust reported no remaining New Jersey Resources position as of Q1 2023 after selling out during the quarter.
  • Whittier Trust sold 2,737 New Jersey Resources shares in Q1 2023, an estimated $136K.
  • Whittier Trust first reported a position in New Jersey Resources in Q1 2017 and held it in 7 quarters.
  • Whittier Trust's New Jersey Resources position peaked at $202K in Q4 2019.
  • 321 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2023.

Based on Whittier Trust's 13F filing for Q1 2023, filed 21 Apr 2023.