QWM
SJI

Quaker Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History

Quaker Wealth 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
2020
Q3 		– Sell
-13,608
Closed -$340K – 59
2020
Q2 		$340K Sell
13,608
-399
-3% -$10.5K 0.2% 40
2020
Q1 		$350K Sell
14,007
-257
-2% -$7.58K 0.25% 31
2019
Q4 		$470K Buy
+14,264
New +$450K 0.28% 35

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

Quaker Wealth Management's SJI Position: Q3 2020 in Review

Quaker Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q3 2020, closing a stake of 13,608 shares — an estimated $340K sold.

Quaker Wealth Management first reported a position in SJI in Q4 2019 and held it in 3 quarters. The position peaked at $470K in Q4 2019. 213 funds tracked by Wall St. Rank hold SJI as of Q3 2020.

  • Quaker Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q3 2020 after selling out during the quarter.
  • Quaker Wealth Management sold 13,608 South Jersey Industries, Inc. shares in Q3 2020, an estimated $340K.
  • Quaker Wealth Management first reported a position in South Jersey Industries, Inc. in Q4 2019 and held it in 3 quarters.
  • Quaker Wealth Management's South Jersey Industries, Inc. position peaked at $470K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2020.

Based on Quaker Wealth Management's 13F filing for Q3 2020, filed 30 Oct 2020.