Manchester Capital Management’s South Jersey Industries, Inc. SJI Stock Holding History

Manchester Capital 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	-180	Closed	-$4K	–	815
2020 Q4	$4K	Buy	+180	New	+$3.89K	﹤0.01%	556
2019 Q3	–	Sell	-400	Closed	-$13K	–	564
2019 Q2	$13K	Hold	400	–	–	﹤0.01%	480
2019 Q1	$13K	Hold	400	–	–	﹤0.01%	550
2018 Q4	$13K	Hold	400	–	–	﹤0.01%	449
2018 Q3	$14K	Hold	400	–	–	﹤0.01%	452
2018 Q2	$13K	Buy	+400	New	+$12.6K	﹤0.01%	463
2016 Q1	–	Sell	-1,300	Closed	-$31K	–	682
2015 Q4	$31K	Hold	1,300	–	–	﹤0.01%	526
2015 Q3	$31K	Buy	+1,300	New	+$31.8K	0.01%	495
2014 Q4	–	Sell	-2,600	Closed	-$72K	–	1142
2014 Q3	$72K	Sell	2,600 -2,600	-50%	-$73K	0.01%	652
2014 Q2	$157K	Hold	5,200	–	–	0.02%	433
2014 Q1	$146K	Buy	5,200 +2,600	+100%	+$71.4K	0.02%	423
2013 Q4	$73K	Hold	2,600	–	–	0.01%	536
2013 Q3	$76K	Hold	2,600	–	–	0.01%	507
2013 Q2	$75K	Buy	+2,600	New	+$76K	0.01%	503

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

Manchester Capital Management's SJI Position: Q1 2021 in Review

Manchester Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2021, closing a stake of 180 shares — an estimated $4K sold.

Manchester Capital Management first reported a position in SJI in Q2 2013 and held it in 14 quarters. The position peaked at $157K in Q2 2014. 244 funds tracked by Wall St. Rank hold SJI as of Q1 2021.

Manchester Capital Management reported no remaining South Jersey Industries, Inc. position as of Q1 2021 after selling out during the quarter.
Manchester Capital Management sold 180 South Jersey Industries, Inc. shares in Q1 2021, an estimated $4K.
Manchester Capital Management first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 14 quarters.
Manchester Capital Management's South Jersey Industries, Inc. position peaked at $157K in Q2 2014.
244 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2021.

Based on Manchester Capital Management's 13F filing for Q1 2021, filed 13 May 2021.