Winslow Evans & Crocker’s New Jersey Resources NJR Stock Holding History

Winslow Evans & Crocker’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	$19K	Hold	526	–	–	﹤0.01%	804
2020 Q3	$14K	Hold	526	–	–	﹤0.01%	692
2020 Q2	$17K	Hold	526	–	–	﹤0.01%	645
2020 Q1	$18K	Hold	526	–	–	0.01%	594
2019 Q4	$24K	Hold	526	–	–	0.01%	637
2019 Q3	$24K	Hold	526	–	–	0.01%	624
2019 Q2	$28K	Hold	526	–	–	0.01%	619
2019 Q1	$28K	Hold	526	–	–	0.01%	605
2018 Q4	$26K	Hold	526	–	–	0.01%	592
2018 Q3	$26K	Hold	526	–	–	0.01%	615
2018 Q2	$24K	Hold	526	–	–	0.01%	643
2018 Q1	$21.1K	Hold	526	–	–	0.01%	639
2017 Q4	$21.1K	Hold	526	–	–	0.01%	645
2017 Q3	$22.2K	Hold	526	–	–	0.01%	634
2017 Q2	$20.9K	Hold	526	–	–	0.01%	741
2017 Q1	$20.8K	Hold	526	–	–	0.01%	725
2016 Q4	$18.7K	Hold	526	–	–	0.01%	736
2016 Q3	$17.3K	Hold	526	–	–	﹤0.01%	768
2016 Q2	$20.3K	Hold	526	–	–	0.01%	691
2016 Q1	$19.2K	Hold	526	–	–	0.01%	715
2015 Q4	$17.3K	Hold	526	–	–	0.01%	780
2015 Q3	$15.8K	Hold	526	–	–	0.01%	784
2015 Q2	$14.5K	Hold	526	–	–	﹤0.01%	843
2015 Q1	$16.3K	Sell	526 -2	-0.4%	-$63	﹤0.01%	772
2014 Q4	$16.1K	Hold	528	–	–	﹤0.01%	785
2014 Q3	$13.3K	Buy	528 +2	+0.4%	+$53	﹤0.01%	830
2014 Q2	$15K	Hold	526	–	–	0.01%	744
2014 Q1	$13.1K	Hold	526	–	–	﹤0.01%	779
2013 Q4	$12K	Buy	+526	New	+$11.8K	﹤0.01%	850

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Winslow Evans & Crocker's NJR Position: Q4 2020 in Review

Winslow Evans & Crocker held its New Jersey Resources (NJR) position steady in Q4 2020 at 526 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Winslow Evans & Crocker first reported a position in NJR in Q4 2013 and has held it in 29 quarters since. The position peaked at $28K in Q2 2019. 268 funds tracked by Wall St. Rank hold NJR as of Q4 2020.

Winslow Evans & Crocker held 526 shares of New Jersey Resources worth $19K as of Q4 2020.
Winslow Evans & Crocker left its New Jersey Resources share count unchanged in Q4 2020.
New Jersey Resources made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #804 holding.
Winslow Evans & Crocker first reported a position in New Jersey Resources in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's New Jersey Resources position peaked at $28K in Q2 2019.
268 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.