CA
SJI

Claro Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Claro Advisors’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
-6,321
Closed -$208K – 194
2019
Q4 		$208K Buy
+6,321
New +$199K 0.16% 160

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Claro Advisors's SJI Position: Q1 2020 in Review

Claro Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2020, closing a stake of 6,321 shares — an estimated $208K sold.

Claro Advisors first reported a position in SJI in Q4 2019 and held it in 1 quarter. The position peaked at $208K in Q4 2019. 224 funds tracked by Wall St. Rank hold SJI as of Q1 2020.

  • Claro Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2020 after selling out during the quarter.
  • Claro Advisors sold 6,321 South Jersey Industries, Inc. shares in Q1 2020, an estimated $208K.
  • Claro Advisors first reported a position in South Jersey Industries, Inc. in Q4 2019 and held it in 1 quarter.
  • Claro Advisors's South Jersey Industries, Inc. position peaked at $208K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2020.

Based on Claro Advisors's 13F filing for Q1 2020, filed 15 May 2020.