WFMPM
NJR icon

Woodley Farra Manion Portfolio Management’s New Jersey Resources NJR Stock Holding History

Woodley Farra Manion Portfolio Management’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
Q3 		– Sell
-900
Closed -$29K – 291
2020
Q2 		$29K Hold
900
– – ﹤0.01% 204
2020
Q1 		$31K Hold
900
– – ﹤0.01% 196
2019
Q4 		$40K Buy
+900
New +$38.9K ﹤0.01% 194

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's NJR Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of New Jersey Resources (NJR) in Q3 2020, closing a stake of 900 shares — an estimated $29K sold.

Woodley Farra Manion Portfolio Management first reported a position in NJR in Q4 2019 and held it in 3 quarters. The position peaked at $40K in Q4 2019. 252 funds tracked by Wall St. Rank hold NJR as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining New Jersey Resources position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 900 New Jersey Resources shares in Q3 2020, an estimated $29K.
  • Woodley Farra Manion Portfolio Management first reported a position in New Jersey Resources in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's New Jersey Resources position peaked at $40K in Q4 2019.
  • 252 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.