FMT
SJI

First Mercantile Trust’s South Jersey Industries, Inc. SJI Stock Holding History

First Mercantile Trust’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
-5,079
Closed -$127K – 991
2020
Q1 		$127K Buy
5,079
+216
+4% +$6.37K 0.02% 491
2019
Q4 		$160K Sell
4,863
-45
-0.9% -$1.42K 0.02% 544
2019
Q3 		$162K Buy
4,908
+510
+12% +$16.6K 0.02% 547
2019
Q2 		$148K Sell
4,398
-22
-0.5% -$711 0.02% 544
2019
Q1 		$142K Sell
4,420
-355
-7% -$10.7K 0.03% 569
2018
Q4 		$133K Buy
4,775
+335
+8% +$10.6K 0.03% 556
2018
Q3 		$157K Buy
4,440
+40
+0.9% +$1.36K 0.03% 581
2018
Q2 		$147K Buy
4,400
+210
+5% +$6.59K 0.03% 604
2018
Q1 		$118K Buy
4,190
+400
+11% +$11.2K 0.02% 643
2017
Q4 		$118K Buy
3,790
+700
+23% +$23.1K 0.02% 679
2017
Q3 		$107K Buy
3,090
+30
+1% +$1.04K 0.02% 707
2017
Q2 		$105K Buy
3,060
+60
+2% +$2.18K 0.02% 718
2017
Q1 		$107K Buy
3,000
+80
+3% +$2.68K 0.02% 727
2016
Q4 		$98K Buy
2,920
+470
+19% +$14.7K 0.02% 752
2016
Q3 		$72K Buy
2,450
+320
+15% +$9.8K 0.01% 770
2016
Q2 		$67K Buy
2,130
+320
+18% +$9.18K 0.01% 815
2016
Q1 		$51K Sell
1,810
-50
-3% -$1.28K 0.01% 825
2015
Q4 		$44K Buy
1,860
+60
+3% +$1.47K ﹤0.01% 897
2015
Q3 		$45K Buy
1,800
+320
+22% +$7.82K ﹤0.01% 922
2015
Q2 		$37K Sell
1,480
-20
-1% -$523 ﹤0.01% 957
2015
Q1 		$41K Buy
1,500
+20
+1% +$570 ﹤0.01% 969
2014
Q4 		$44K Buy
+1,480
New +$42.3K ﹤0.01% 957

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

First Mercantile Trust's SJI Position: Q2 2020 in Review

First Mercantile Trust sold out of South Jersey Industries, Inc. (SJI) in Q2 2020, closing a stake of 5,079 shares — an estimated $127K sold.

First Mercantile Trust first reported a position in SJI in Q4 2014 and held it in 22 quarters. The position peaked at $162K in Q3 2019. 215 funds tracked by Wall St. Rank hold SJI as of Q2 2020.

  • First Mercantile Trust reported no remaining South Jersey Industries, Inc. position as of Q2 2020 after selling out during the quarter.
  • First Mercantile Trust sold 5,079 South Jersey Industries, Inc. shares in Q2 2020, an estimated $127K.
  • First Mercantile Trust first reported a position in South Jersey Industries, Inc. in Q4 2014 and held it in 22 quarters.
  • First Mercantile Trust's South Jersey Industries, Inc. position peaked at $162K in Q3 2019.
  • 215 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2020.

Based on First Mercantile Trust's 13F filing for Q2 2020, filed 10 Aug 2020.