LifePlan Financial Group’s South Jersey Industries, Inc. SJI Stock Holding History

LifePlan Financial Group’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 Q3	$48K	Hold	2,515	–	–	0.02%	251
2020 Q2	$63K	Hold	2,515	–	–	0.03%	222
2020 Q1	$63K	Hold	2,515	–	–	0.03%	207
2019 Q4	$83K	Hold	2,515	–	–	0.04%	204
2019 Q3	$83K	Hold	2,515	–	–	0.04%	198
2019 Q2	$85K	Hold	2,515	–	–	0.04%	200
2019 Q1	$81K	Hold	2,515	–	–	0.04%	201
2018 Q4	$70K	Hold	2,515	–	–	0.04%	205
2018 Q3	$89K	Hold	2,515	–	–	0.05%	193
2018 Q2	$84K	Hold	2,515	–	–	0.05%	190
2018 Q1	$71K	Buy	+2,515	New	+$70.7K	0.04%	195

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LifePlan Financial Group's SJI Position: Q3 2020 in Review

LifePlan Financial Group held its South Jersey Industries, Inc. (SJI) position steady in Q3 2020 at 2,515 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #251.

LifePlan Financial Group first reported a position in SJI in Q1 2018 and has held it in 11 quarters since. The position peaked at $89K in Q3 2018. 213 funds tracked by Wall St. Rank hold SJI as of Q3 2020.

LifePlan Financial Group held 2,515 shares of South Jersey Industries, Inc. worth $48K as of Q3 2020.
LifePlan Financial Group left its South Jersey Industries, Inc. share count unchanged in Q3 2020.
South Jersey Industries, Inc. made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #251 holding.
LifePlan Financial Group first reported a position in South Jersey Industries, Inc. in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's South Jersey Industries, Inc. position peaked at $89K in Q3 2018.
213 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.