Yorktown Management & Research Company’s New Jersey Resources NJR Stock Holding History

Yorktown Management & Research Company’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 Q1	–	Sell	-13,700	Closed	-$611K	–	291
2019 Q4	$611K	Sell	13,700 -2,311	-14%	-$99.8K	0.33%	107
2019 Q3	$724K	Hold	16,011	–	–	0.39%	84
2019 Q2	$797K	Hold	16,011	–	–	0.3%	88
2019 Q1	$797K	Buy	16,011 +3,800	+31%	+$181K	0.26%	93
2018 Q4	$558K	Buy	12,211 +733	+6%	+$34.6K	0.19%	134
2018 Q3	$529K	Buy	11,478 +1,017	+10%	+$46.9K	0.15%	158
2018 Q2	$468K	Buy	10,461 +1,161	+12%	+$49K	0.14%	160
2018 Q1	$373K	Hold	9,300	–	–	0.11%	181
2017 Q4	$374K	Hold	9,300	–	–	0.11%	190
2017 Q3	$392K	Buy	+9,300	New	+$393K	0.1%	132

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Yorktown Management & Research Company's NJR Position: Q1 2020 in Review

Yorktown Management & Research Company sold out of New Jersey Resources (NJR) in Q1 2020, closing a stake of 13,700 shares — an estimated $611K sold.

Yorktown Management & Research Company first reported a position in NJR in Q3 2017 and held it in 10 quarters. The position peaked at $797K in Q2 2019. 247 funds tracked by Wall St. Rank hold NJR as of Q1 2020.

Yorktown Management & Research Company reported no remaining New Jersey Resources position as of Q1 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 13,700 New Jersey Resources shares in Q1 2020, an estimated $611K.
Yorktown Management & Research Company first reported a position in New Jersey Resources in Q3 2017 and held it in 10 quarters.
Yorktown Management & Research Company's New Jersey Resources position peaked at $797K in Q2 2019.
247 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2020.

Based on Yorktown Management & Research Company's 13F filing for Q1 2020, filed 29 Apr 2020.