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

Harvest Group 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
2021 Q1	–	Sell	-71	Closed	-$2K	–	785
2020 Q4	$2K	Buy	+71	New	+$1.53K	﹤0.01%	402
2020 Q2	–	Sell	-20	Closed	-$527	–	921
2020 Q1	$0	Sell	20 -237	-92%	-$6.99K	﹤0.01%	1116
2019 Q4	$8K	Hold	257	–	–	0.01%	285
2019 Q3	$8K	Hold	257	–	–	0.01%	299
2019 Q2	$8K	Hold	257	–	–	0.01%	270
2019 Q1	$8K	Buy	+257	New	+$7.78K	0.01%	302

Other funds holding SJI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Harvest Group Wealth Management's SJI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2021, closing a stake of 71 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in SJI in Q1 2019 and held it in 6 quarters. The position peaked at $8K in Q4 2019. 244 funds tracked by Wall St. Rank hold SJI as of Q1 2021.

Harvest Group Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 71 South Jersey Industries, Inc. shares in Q1 2021, an estimated $2K.
Harvest Group Wealth Management first reported a position in South Jersey Industries, Inc. in Q1 2019 and held it in 6 quarters.
Harvest Group Wealth Management's South Jersey Industries, Inc. position peaked at $8K in Q4 2019.
244 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.