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

NewSquare Capital’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 Q2	–	Sell	-1,444	Closed	-$36K	–	462
2020 Q1	$36K	Buy	+1,444	New	+$42.6K	0.01%	190
2019 Q3	–	Sell	-864	Closed	-$29K	–	373
2019 Q2	$29K	Hold	864	–	–	0.01%	202
2019 Q1	$28K	Hold	864	–	–	0.01%	191
2018 Q4	$24K	Hold	864	–	–	0.01%	188
2018 Q3	$30K	Hold	864	–	–	0.01%	191
2018 Q2	$29K	Hold	864	–	–	0.01%	197
2018 Q1	$24K	Hold	864	–	–	0.01%	196
2017 Q4	$27K	Hold	864	–	–	0.01%	190
2017 Q3	$30K	Hold	864	–	–	0.01%	161
2017 Q2	$30K	Hold	864	–	–	0.01%	148
2017 Q1	$31K	Hold	864	–	–	0.01%	151
2016 Q4	$29K	Hold	864	–	–	0.01%	167
2016 Q3	$26K	Hold	864	–	–	0.01%	190
2016 Q2	$27K	Hold	864	–	–	0.01%	195
2016 Q1	$25K	Hold	864	–	–	0.01%	206
2015 Q4	$20K	Hold	864	–	–	0.01%	201
2015 Q3	$22K	Hold	864	–	–	0.01%	195
2015 Q2	$21K	Hold	864	–	–	0.01%	207
2015 Q1	$23K	Hold	864	–	–	0.01%	195
2014 Q4	$25K	Hold	864	–	–	0.01%	198
2014 Q3	$23K	Buy	+864	New	+$24.3K	0.01%	207

Other funds holding SJI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Barclays London, United Kingdom $416B AUM 33.63% 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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NewSquare Capital's SJI Position: Q2 2020 in Review

NewSquare Capital sold out of South Jersey Industries, Inc. (SJI) in Q2 2020, closing a stake of 1,444 shares — an estimated $36K sold.

NewSquare Capital first reported a position in SJI in Q3 2014 and held it in 21 quarters. The position peaked at $36K in Q1 2020. 216 funds tracked by Wall St. Rank hold SJI as of Q2 2020.

NewSquare Capital reported no remaining South Jersey Industries, Inc. position as of Q2 2020 after selling out during the quarter.
NewSquare Capital sold 1,444 South Jersey Industries, Inc. shares in Q2 2020, an estimated $36K.
NewSquare Capital first reported a position in South Jersey Industries, Inc. in Q3 2014 and held it in 21 quarters.
NewSquare Capital's South Jersey Industries, Inc. position peaked at $36K in Q1 2020.
216 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2020.

Based on NewSquare Capital's 13F filing for Q2 2020, filed 5 Aug 2020.