IIA
SJI

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

ICW Investment 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
Q4 		– Sell
-12,311
Closed -$237K – 128
2020
Q3 		$237K Buy
12,311
+170
+1% +$3.81K 0.18% 118
2020
Q2 		$303K Buy
12,141
+332
+3% +$8.75K 0.25% 112
2020
Q1 		$295K Buy
11,809
+958
+9% +$28.3K 0.28% 104
2019
Q4 		$358K Buy
+10,851
New +$342K 0.29% 99

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

ICW Investment Advisors's SJI Position: Q4 2020 in Review

ICW Investment Advisors sold out of South Jersey Industries, Inc. (SJI) in Q4 2020, closing a stake of 12,311 shares — an estimated $237K sold.

ICW Investment Advisors first reported a position in SJI in Q4 2019 and held it in 4 quarters. The position peaked at $358K in Q4 2019. 209 funds tracked by Wall St. Rank hold SJI as of Q4 2020.

  • ICW Investment Advisors reported no remaining South Jersey Industries, Inc. position as of Q4 2020 after selling out during the quarter.
  • ICW Investment Advisors sold 12,311 South Jersey Industries, Inc. shares in Q4 2020, an estimated $237K.
  • ICW Investment Advisors first reported a position in South Jersey Industries, Inc. in Q4 2019 and held it in 4 quarters.
  • ICW Investment Advisors's South Jersey Industries, Inc. position peaked at $358K in Q4 2019.
  • 209 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2020.

Based on ICW Investment Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.