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

Invesco’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
2020 Q1	–	Sell	-153,400	Closed	-$7.96M	–	3771
2019 Q4	$7.96M	Hold	153,400	–	–	﹤0.01%	1898
2019 Q3	$7.93M	Hold	153,400	–	–	﹤0.01%	1850
2019 Q2	$8.17M	Hold	153,400	–	–	﹤0.01%	1876
2019 Q1	$7.91M	Sell	153,400 -47,000	-23%	-$2.35M	﹤0.01%	1714
2018 Q4	$9.4M	Hold	200,400	–	–	﹤0.01%	1566
2018 Q3	$11.2M	Sell	200,400 -15,000	-7%	-$824K	﹤0.01%	1629
2018 Q2	$11.8M	Buy	+215,400	New	+$11.5M	﹤0.01%	1564

Other funds holding SJIU

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

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

WAM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco's SJIU Position: Q1 2020 in Review

Invesco sold out of South Jersey Industries, Inc. (SJIU) in Q1 2020, closing a stake of 153,400 shares — an estimated $7.96M sold.

Invesco first reported a position in SJIU in Q2 2018 and held it in 7 quarters. The position peaked at $11.8M in Q2 2018. 27 funds tracked by Wall St. Rank hold SJIU as of Q1 2020.

Invesco reported no remaining South Jersey Industries, Inc. position as of Q1 2020 after selling out during the quarter.
Invesco sold 153,400 South Jersey Industries, Inc. shares in Q1 2020, an estimated $7.96M.
Invesco first reported a position in South Jersey Industries, Inc. in Q2 2018 and held it in 7 quarters.
Invesco's South Jersey Industries, Inc. position peaked at $11.8M in Q2 2018.
27 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2020.

Based on Invesco's 13F filing for Q1 2020, filed 15 May 2020.