Private Ocean’s South Jersey Industries, Inc. SJI Stock Holding History

Private Ocean’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 Q4	–	Sell	-233	Closed	-$4K	–	544
2020 Q3	$4K	Hold	233	–	–	﹤0.01%	453
2020 Q2	$5K	Hold	233	–	–	﹤0.01%	408
2020 Q1	$5K	Buy	+233	New	+$6.88K	﹤0.01%	443

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Private Ocean's SJI Position: Q4 2020 in Review

Private Ocean sold out of South Jersey Industries, Inc. (SJI) in Q4 2020, closing a stake of 233 shares — an estimated $4K sold.

Private Ocean first reported a position in SJI in Q1 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 209 funds tracked by Wall St. Rank hold SJI as of Q4 2020.

Private Ocean reported no remaining South Jersey Industries, Inc. position as of Q4 2020 after selling out during the quarter.
Private Ocean sold 233 South Jersey Industries, Inc. shares in Q4 2020, an estimated $4K.
Private Ocean first reported a position in South Jersey Industries, Inc. in Q1 2020 and held it in 3 quarters.
Private Ocean's South Jersey Industries, Inc. position peaked at $5K in Q2 2020.
209 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2020.

Based on Private Ocean's 13F filing for Q4 2020, filed 29 Jan 2021.