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

Taylor Hoffman 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	-1,020	Closed	-$25K	–	390
2020 Q2	$25K	Buy	+1,020	New	+$26.9K	0.02%	248
2020 Q1	–	Sell	-1,020	Closed	-$34K	–	410
2019 Q4	$34K	Hold	1,020	–	–	0.02%	242
2019 Q3	$34K	Hold	1,020	–	–	0.02%	235
2019 Q2	$34K	Hold	1,020	–	–	0.03%	219
2019 Q1	$33K	Hold	1,020	–	–	0.02%	223
2018 Q4	$28K	Hold	1,020	–	–	0.03%	218
2018 Q3	$36K	Hold	1,020	–	–	0.03%	204
2018 Q2	$34K	Hold	1,020	–	–	0.03%	198
2018 Q1	$29K	Hold	1,020	–	–	0.03%	219
2017 Q4	$32K	Buy	+1,020	New	+$33.7K	0.03%	217

Other funds holding SJI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Taylor Hoffman Wealth Management's SJI Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q3 2020, closing a stake of 1,020 shares — an estimated $25K sold.

Taylor Hoffman Wealth Management first reported a position in SJI in Q4 2017 and held it in 10 quarters. The position peaked at $36K in Q3 2018. 213 funds tracked by Wall St. Rank hold SJI as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,020 South Jersey Industries, Inc. shares in Q3 2020, an estimated $25K.
Taylor Hoffman Wealth Management first reported a position in South Jersey Industries, Inc. in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's South Jersey Industries, Inc. position peaked at $36K in Q3 2018.
213 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.