FA
SJI

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

FCG 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
Q3 		$525K Hold
27,256
– – 0.12% 92
2020
Q2 		$681K Sell
27,256
-2,000
-7% -$52.7K 0.18% 68
2020
Q1 		$731K Hold
29,256
– – 0.21% 64
2019
Q4 		$965K Hold
29,256
– – 0.28% 55
2019
Q3 		$963K Sell
29,256
-744
-2% -$24.3K 0.29% 54
2019
Q2 		$1.01M Buy
+30,000
New +$970K 0.32% 50

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
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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

FCG Advisors's SJI Position: Q3 2020 in Review

FCG Advisors held its South Jersey Industries, Inc. (SJI) position steady in Q3 2020 at 27,256 shares worth $525K. The position accounts for 0.12% of the portfolio, ranked #92.

FCG Advisors first reported a position in SJI in Q2 2019 and has held it in 6 quarters since. The position peaked at $1.01M in Q2 2019. 213 funds tracked by Wall St. Rank hold SJI as of Q3 2020.

  • FCG Advisors held 27,256 shares of South Jersey Industries, Inc. worth $525K as of Q3 2020.
  • FCG Advisors left its South Jersey Industries, Inc. share count unchanged in Q3 2020.
  • South Jersey Industries, Inc. made up 0.12% of FCG Advisors's portfolio in Q3 2020, its #92 holding.
  • FCG Advisors first reported a position in South Jersey Industries, Inc. in Q2 2019 and has held it in 6 quarters since.
  • FCG Advisors's South Jersey Industries, Inc. position peaked at $1.01M in Q2 2019.
  • 213 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.