Massachusetts Financial Services’s South Jersey Industries, Inc. SJIU Stock Holding History

Massachusetts Financial Services’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	-480,209	Closed	-$24.9M	–	850
2019 Q4	$24.9M	Sell	480,209 -30,107	-6%	-$1.53M	0.01%	509
2019 Q3	$26.4M	Sell	510,316 -37	-0%	-$1.94K	0.01%	492
2019 Q2	$27.2M	Hold	510,353	–	–	0.01%	493
2019 Q1	$26.3M	Buy	510,353 +155,399	+44%	+$7.76M	0.01%	490
2018 Q4	$16.7M	Sell	354,954 -24,805	-7%	-$1.28M	0.01%	527
2018 Q3	$21.3M	Sell	379,759 -20,241	-5%	-$1.11M	0.01%	521
2018 Q2	$21.9M	Buy	+400,000	New	+$21.4M	0.01%	503

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

Massachusetts Financial Services's SJIU Position: Q1 2020 in Review

Massachusetts Financial Services sold out of South Jersey Industries, Inc. (SJIU) in Q1 2020, closing a stake of 480,209 shares — an estimated $24.9M sold.

Massachusetts Financial Services first reported a position in SJIU in Q2 2018 and held it in 7 quarters. The position peaked at $27.2M in Q2 2019. 27 funds tracked by Wall St. Rank hold SJIU as of Q1 2020.

Massachusetts Financial Services reported no remaining South Jersey Industries, Inc. position as of Q1 2020 after selling out during the quarter.
Massachusetts Financial Services sold 480,209 South Jersey Industries, Inc. shares in Q1 2020, an estimated $24.9M.
Massachusetts Financial Services first reported a position in South Jersey Industries, Inc. in Q2 2018 and held it in 7 quarters.
Massachusetts Financial Services's South Jersey Industries, Inc. position peaked at $27.2M in Q2 2019.
27 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2020.

Based on Massachusetts Financial Services's 13F filing for Q1 2020, filed 14 May 2020.