QI
SJI

QS Investors’s South Jersey Industries, Inc. SJI Stock Holding History

QS Investors’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 		– Sell
-2,000
Closed -$50K – 1612
2020
Q2 		$50K Sell
2,000
-3,000
-60% -$79.1K ﹤0.01% 1456
2020
Q1 		$125K Hold
5,000
– – ﹤0.01% 1201
2019
Q4 		$163K Hold
5,000
– – ﹤0.01% 1234
2019
Q3 		$165K Hold
5,000
– – ﹤0.01% 1251
2019
Q2 		$169K Buy
+5,000
New +$162K ﹤0.01% 1259
2019
Q1 		– Sell
-95
Closed -$3K – 1912
2018
Q4 		$3K Sell
95
-1,700
-95% -$53.8K ﹤0.01% 1628
2018
Q3 		$63K Hold
1,795
– – ﹤0.01% 1465
2018
Q2 		$60K Hold
1,795
– – ﹤0.01% 1488
2018
Q1 		$51K Hold
1,795
– – ﹤0.01% 1475
2017
Q4 		$56K Hold
1,795
– – ﹤0.01% 1466
2017
Q3 		$62K Hold
1,795
– – ﹤0.01% 1477
2017
Q2 		$61K Sell
1,795
-8,261
-82% -$300K ﹤0.01% 1475
2017
Q1 		$358K Buy
10,056
+2,437
+32% +$81.7K ﹤0.01% 1058
2016
Q4 		$257K Buy
7,619
+1,585
+26% +$49.5K ﹤0.01% 1055
2016
Q3 		$178K Buy
6,034
+1,696
+39% +$52K ﹤0.01% 1110
2016
Q2 		$137K Buy
4,338
+3,409
+367% +$97.8K ﹤0.01% 1185
2016
Q1 		$26K Buy
929
+686
+282% +$17.6K ﹤0.01% 1402
2015
Q4 		$6K Buy
+243
New +$5.95K ﹤0.01% 1459

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

QS Investors's SJI Position: Q3 2020 in Review

QS Investors sold out of South Jersey Industries, Inc. (SJI) in Q3 2020, closing a stake of 2,000 shares — an estimated $50K sold.

QS Investors first reported a position in SJI in Q4 2015 and held it in 18 quarters. The position peaked at $358K in Q1 2017. 213 funds tracked by Wall St. Rank hold SJI as of Q3 2020.

  • QS Investors reported no remaining South Jersey Industries, Inc. position as of Q3 2020 after selling out during the quarter.
  • QS Investors sold 2,000 South Jersey Industries, Inc. shares in Q3 2020, an estimated $50K.
  • QS Investors first reported a position in South Jersey Industries, Inc. in Q4 2015 and held it in 18 quarters.
  • QS Investors's South Jersey Industries, Inc. position peaked at $358K in Q1 2017.
  • 213 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2020.

Based on QS Investors's 13F filing for Q3 2020, filed 12 Nov 2020.