Trust Company of Vermont’s South Jersey Industries, Inc. SJI Stock Holding History

Trust Company of Vermont’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 Q1	–	Sell	-200	Closed	-$7K	–	967
2019 Q4	$7K	Hold	200	–	–	﹤0.01%	752
2019 Q3	$7K	Hold	200	–	–	﹤0.01%	794
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	799
2019 Q1	$6K	Sell	200 -500	-71%	-$15.1K	﹤0.01%	779
2018 Q4	$19K	Hold	700	–	–	﹤0.01%	631
2018 Q3	$25K	Sell	700 -300	-30%	-$10.2K	﹤0.01%	636
2018 Q2	$33K	Hold	1,000	–	–	﹤0.01%	599
2018 Q1	$28K	Buy	+1,000	New	+$28.1K	﹤0.01%	595

Other funds holding SJI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Trust Company of Vermont's SJI Position: Q1 2020 in Review

Trust Company of Vermont sold out of South Jersey Industries, Inc. (SJI) in Q1 2020, closing a stake of 200 shares — an estimated $7K sold.

Trust Company of Vermont first reported a position in SJI in Q1 2018 and held it in 8 quarters. The position peaked at $33K in Q2 2018. 224 funds tracked by Wall St. Rank hold SJI as of Q1 2020.

Trust Company of Vermont reported no remaining South Jersey Industries, Inc. position as of Q1 2020 after selling out during the quarter.
Trust Company of Vermont sold 200 South Jersey Industries, Inc. shares in Q1 2020, an estimated $7K.
Trust Company of Vermont first reported a position in South Jersey Industries, Inc. in Q1 2018 and held it in 8 quarters.
Trust Company of Vermont's South Jersey Industries, Inc. position peaked at $33K in Q2 2018.
224 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2020.

Based on Trust Company of Vermont's 13F filing for Q1 2020, filed 24 Apr 2020.