ST
SJI

Sageworth Trust’s South Jersey Industries, Inc. SJI Stock Holding History

Sageworth Trust’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
2019
Q4 		– Sell
-4,000
Closed -$132K – 211
2019
Q3 		$132K Hold
4,000
– – 0.02% 66
2019
Q2 		$135K Buy
+4,000
New +$129K 0.02% 69

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sageworth Trust's SJI Position: Q4 2019 in Review

Sageworth Trust sold out of South Jersey Industries, Inc. (SJI) in Q4 2019, closing a stake of 4,000 shares — an estimated $132K sold.

Sageworth Trust first reported a position in SJI in Q2 2019 and held it in 2 quarters. The position peaked at $135K in Q2 2019. 247 funds tracked by Wall St. Rank hold SJI as of Q4 2019.

  • Sageworth Trust reported no remaining South Jersey Industries, Inc. position as of Q4 2019 after selling out during the quarter.
  • Sageworth Trust sold 4,000 South Jersey Industries, Inc. shares in Q4 2019, an estimated $132K.
  • Sageworth Trust first reported a position in South Jersey Industries, Inc. in Q2 2019 and held it in 2 quarters.
  • Sageworth Trust's South Jersey Industries, Inc. position peaked at $135K in Q2 2019.
  • 247 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2019.

Based on Sageworth Trust's 13F filing for Q4 2019, filed 28 Jan 2020.