361 Capital’s South Jersey Industries, Inc. SJI Stock Holding History

361 Capital’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-41,705	Closed	-$1.38M	–	406
2019 Q4	$1.38M	Buy	+41,705	New	+$1.32M	0.38%	99
2018 Q3	–	Sell	-56,864	Closed	-$1.9M	–	415
2018 Q2	$1.9M	Buy	56,864 +1,878	+3%	+$58.9K	0.43%	51
2018 Q1	$1.55M	Buy	+54,986	New	+$1.55M	0.38%	94

Other funds holding SJI

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

361 Capital's SJI Position: Q1 2020 in Review

361 Capital sold out of South Jersey Industries, Inc. (SJI) in Q1 2020, closing a stake of 41,705 shares — an estimated $1.38M sold.

361 Capital first reported a position in SJI in Q1 2018 and held it in 3 quarters. The position peaked at $1.9M in Q2 2018. 224 funds tracked by Wall St. Rank hold SJI as of Q1 2020.

361 Capital reported no remaining South Jersey Industries, Inc. position as of Q1 2020 after selling out during the quarter.
361 Capital sold 41,705 South Jersey Industries, Inc. shares in Q1 2020, an estimated $1.38M.
361 Capital first reported a position in South Jersey Industries, Inc. in Q1 2018 and held it in 3 quarters.
361 Capital's South Jersey Industries, Inc. position peaked at $1.9M in Q2 2018.
224 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2020.

Based on 361 Capital's 13F filing for Q1 2020, filed 13 May 2020.