AIS
SJI

Accurate Investment Solutions’s South Jersey Industries, Inc. SJI Stock Holding History

Accurate Investment Solutions’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
Q2 		– Sell
-2,230
Closed -$56K – 432
2020
Q1 		$56K Sell
2,230
-117,470
-98% -$3.47M 0.05% 189
2019
Q4 		$3.95M Sell
119,700
-2,845
-2% -$89.7K 2.57% 19
2019
Q3 		$4.03M Buy
122,545
+1,669
+1% +$54.5K 2.95% 17
2019
Q2 		$4.08M Buy
120,876
+2,759
+2% +$89.2K 3.1% 14
2019
Q1 		$3.79M Buy
118,117
+2,180
+2% +$66K 2.98% 18
2018
Q4 		$3.22M Buy
115,937
+1,108
+1% +$35.1K 2.92% 18
2018
Q3 		$4.05M Buy
114,829
+696
+0.6% +$23.6K 2.8% 14
2018
Q2 		$3.82M Buy
114,133
+5,467
+5% +$172K 2.81% 13
2018
Q1 		$3.06M Buy
108,666
+5,207
+5% +$146K 2.31% 25
2017
Q4 		$3.23M Buy
103,459
+1,941
+2% +$64.2K 2.37% 21
2017
Q3 		$3.5M Buy
101,518
+454
+0.4% +$15.8K 2.65% 18
2017
Q2 		$3.45M Sell
101,064
-2,776
-3% -$101K 2.84% 15
2017
Q1 		$3.7M Buy
103,840
+7,939
+8% +$266K 2.99% 11
2016
Q4 		$3.23M Buy
95,901
+6,818
+8% +$213K 2.88% 15
2016
Q3 		$2.63M Buy
89,083
+7,718
+9% +$236K 2.4% 25
2016
Q2 		$2.57M Buy
81,365
+927
+1% +$26.6K 2.76% 24
2016
Q1 		$2.29M Buy
+80,438
New +$2.06M 2.18% 24

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Accurate Investment Solutions's SJI Position: Q2 2020 in Review

Accurate Investment Solutions sold out of South Jersey Industries, Inc. (SJI) in Q2 2020, closing a stake of 2,230 shares — an estimated $56K sold.

Accurate Investment Solutions first reported a position in SJI in Q1 2016 and held it in 17 quarters. The position peaked at $4.08M in Q2 2019. 215 funds tracked by Wall St. Rank hold SJI as of Q2 2020.

  • Accurate Investment Solutions reported no remaining South Jersey Industries, Inc. position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 2,230 South Jersey Industries, Inc. shares in Q2 2020, an estimated $56K.
  • Accurate Investment Solutions first reported a position in South Jersey Industries, Inc. in Q1 2016 and held it in 17 quarters.
  • Accurate Investment Solutions's South Jersey Industries, Inc. position peaked at $4.08M in Q2 2019.
  • 215 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.