DWM
SJI

Darwin Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History

Darwin Wealth Management’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
-318
Closed -$7K – 849
2020
Q1 		$7K Buy
+318
New +$9.38K ﹤0.01% 563

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

Darwin Wealth Management's SJI Position: Q2 2020 in Review

Darwin Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q2 2020, closing a stake of 318 shares — an estimated $7K sold.

Darwin Wealth Management first reported a position in SJI in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 216 funds tracked by Wall St. Rank hold SJI as of Q2 2020.

  • Darwin Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 318 South Jersey Industries, Inc. shares in Q2 2020, an estimated $7K.
  • Darwin Wealth Management first reported a position in South Jersey Industries, Inc. in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's South Jersey Industries, Inc. position peaked at $7K in Q1 2020.
  • 216 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.