TFO
SJI

Tarbox Family Office’s South Jersey Industries, Inc. SJI Stock Holding History

Tarbox Family Office’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
-21
Closed – – 1208
2020
Q3 		$0 Sell
21
-14
-40% -$313 ﹤0.01% 1222
2020
Q2 		$1K Buy
+35
New +$923 ﹤0.01% 1116
2020
Q1 		– Sell
-95
Closed -$3K – 1380
2019
Q4 		$3K Hold
95
– – ﹤0.01% 734
2019
Q3 		$3K Hold
95
– – ﹤0.01% 668
2019
Q2 		$3K Buy
+95
New +$3.07K ﹤0.01% 666

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Tarbox Family Office's SJI Position: Q4 2020 in Review

Tarbox Family Office sold out of South Jersey Industries, Inc. (SJI) in Q4 2020, closing a stake of 21 shares.

Tarbox Family Office first reported a position in SJI in Q2 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 209 funds tracked by Wall St. Rank hold SJI as of Q4 2020.

  • Tarbox Family Office reported no remaining South Jersey Industries, Inc. position as of Q4 2020 after selling out during the quarter.
  • Tarbox Family Office sold 21 South Jersey Industries, Inc. shares in Q4 2020.
  • Tarbox Family Office first reported a position in South Jersey Industries, Inc. in Q2 2019 and held it in 5 quarters.
  • Tarbox Family Office's South Jersey Industries, Inc. position peaked at $3K in Q4 2019.
  • 209 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2020.

Based on Tarbox Family Office's 13F filing for Q4 2020, filed 27 Jan 2021.