Fidelity Investments’s South Jersey Industries, Inc. SJIU Stock Holding History

Fidelity Investments’s Portfolio SJIU Stock Details SJIU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-18,800	Closed	-$688K	–	4770
2020 Q4	$688K	Hold	18,800	–	–	﹤0.01%	2598
2020 Q3	$621K	Sell	18,800 -10,000	-35%	-$384K	﹤0.01%	2505
2020 Q2	$1.19M	Hold	28,800	–	–	﹤0.01%	2371
2020 Q1	$1.19M	Hold	28,800	–	–	﹤0.01%	2298
2019 Q4	$1.5M	Hold	28,800	–	–	﹤0.01%	2325
2019 Q3	$1.5M	Hold	28,800	–	–	﹤0.01%	2340
2019 Q2	$1.53M	Sell	28,800 -41,600	-59%	-$2.17M	﹤0.01%	2382
2019 Q1	$3.62M	Buy	70,400 +3,800	+6%	+$190K	﹤0.01%	2155
2018 Q4	$3.11M	Sell	66,600 -73,400	-52%	-$3.79M	﹤0.01%	2175
2018 Q3	$7.84M	Hold	140,000	–	–	﹤0.01%	2005
2018 Q2	$7.75M	Buy	+140,000	New	+$7.48M	﹤0.01%	2020

Other funds holding SJIU

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

PSC

Piper Sandler & Co Minneapolis, Minnesota $135M AUM 0.15% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Fidelity Investments's SJIU Position: Q1 2021 in Review

Fidelity Investments sold out of South Jersey Industries, Inc. (SJIU) in Q1 2021, closing a stake of 18,800 shares — an estimated $688K sold.

Fidelity Investments first reported a position in SJIU in Q2 2018 and held it in 11 quarters. The position peaked at $7.84M in Q3 2018. 22 funds tracked by Wall St. Rank hold SJIU as of Q1 2021.

Fidelity Investments reported no remaining South Jersey Industries, Inc. position as of Q1 2021 after selling out during the quarter.
Fidelity Investments sold 18,800 South Jersey Industries, Inc. shares in Q1 2021, an estimated $688K.
Fidelity Investments first reported a position in South Jersey Industries, Inc. in Q2 2018 and held it in 11 quarters.
Fidelity Investments's South Jersey Industries, Inc. position peaked at $7.84M in Q3 2018.
22 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2021.

Based on Fidelity Investments's 13F filing for Q1 2021, filed 14 May 2021.