QCMNJ
SJI

Quantum Capital Management (New Jersey)’s South Jersey Industries, Inc. SJI Stock Holding History

Quantum Capital Management (New Jersey)’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
-10,689
Closed -$267K – 36
2020
Q2 		$267K Hold
10,689
– – 0.05% 30
2020
Q1 		$267K Hold
10,689
– – 0.06% 29
2019
Q4 		$353K Sell
10,689
-820
-7% -$25.9K 0.07% 29
2019
Q3 		$379K Hold
11,509
– – 0.09% 28
2019
Q2 		$388K Buy
11,509
+1,467
+15% +$47.4K 0.09% 27
2019
Q1 		$322K Sell
10,042
-1,578
-14% -$47.8K 0.08% 30
2018
Q4 		$323K Hold
11,620
– – 0.09% 30
2018
Q3 		$410K Hold
11,620
– – 0.11% 34
2018
Q2 		$389K Hold
11,620
– – 0.11% 36
2018
Q1 		$327K Buy
11,620
+713
+7% +$20K 0.09% 42
2017
Q4 		$341K Hold
10,907
– – 0.1% 40
2017
Q3 		$377K Hold
10,907
– – 0.12% 41
2017
Q2 		$373K Hold
10,907
– – 0.11% 43
2017
Q1 		$389K Buy
10,907
+704
+7% +$23.6K 0.13% 42
2016
Q4 		$344K Hold
10,203
– – 0.11% 36
2016
Q3 		$301K Hold
10,203
– – 0.1% 32
2016
Q2 		$323K Hold
10,203
– – 0.11% 30
2016
Q1 		$290K Buy
10,203
+171
+2% +$4.38K 0.08% 30
2015
Q4 		$236K Hold
10,032
– – 0.07% 37
2015
Q3 		$253K Hold
10,032
– – 0.08% 34
2015
Q2 		$248K Hold
10,032
– – 0.08% 34
2015
Q1 		$272K Buy
10,032
+1,732
+21% +$49.4K 0.08% 35
2014
Q4 		$245K Hold
8,300
– – 0.08% 28
2014
Q3 		$221K Hold
8,300
– – 0.07% 32
2014
Q2 		$251K Hold
8,300
– – 0.08% 38
2014
Q1 		$233K Buy
8,300
+1,094
+15% +$30K 0.07% 41
2013
Q4 		$202K Hold
7,206
– – 0.07% 41
2013
Q3 		$211K Hold
7,206
– – 0.08% 36
2013
Q2 		$207K Buy
+7,206
New +$211K 0.11% 39

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

Quantum Capital Management (New Jersey)'s SJI Position: Q3 2020 in Review

Quantum Capital Management (New Jersey) sold out of South Jersey Industries, Inc. (SJI) in Q3 2020, closing a stake of 10,689 shares — an estimated $267K sold.

Quantum Capital Management (New Jersey) first reported a position in SJI in Q2 2013 and held it in 29 quarters. The position peaked at $410K in Q3 2018. 213 funds tracked by Wall St. Rank hold SJI as of Q3 2020.

  • Quantum Capital Management (New Jersey) reported no remaining South Jersey Industries, Inc. position as of Q3 2020 after selling out during the quarter.
  • Quantum Capital Management (New Jersey) sold 10,689 South Jersey Industries, Inc. shares in Q3 2020, an estimated $267K.
  • Quantum Capital Management (New Jersey) first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 29 quarters.
  • Quantum Capital Management (New Jersey)'s South Jersey Industries, Inc. position peaked at $410K in Q3 2018.
  • 213 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2020.

Based on Quantum Capital Management (New Jersey)'s 13F filing for Q3 2020, filed 12 Nov 2020.