Valley National Advisers’s South Jersey Industries, Inc. SJI Stock Holding History

Valley National Advisers’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	-480	Closed	-$9K	–	875
2020 Q3	$9K	Hold	480	–	–	﹤0.01%	497
2020 Q2	$12K	Hold	480	–	–	﹤0.01%	460
2020 Q1	$12K	Hold	480	–	–	﹤0.01%	451
2019 Q4	$16K	Hold	480	–	–	﹤0.01%	469
2019 Q3	$16K	Hold	480	–	–	﹤0.01%	459
2019 Q2	$16K	Hold	480	–	–	﹤0.01%	430
2019 Q1	$15K	Hold	480	–	–	﹤0.01%	437
2018 Q4	$13K	Hold	480	–	–	﹤0.01%	428
2018 Q3	$17K	Buy	+480	New	+$16.3K	0.01%	381

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Valley National Advisers's SJI Position: Q4 2020 in Review

Valley National Advisers sold out of South Jersey Industries, Inc. (SJI) in Q4 2020, closing a stake of 480 shares — an estimated $9K sold.

Valley National Advisers first reported a position in SJI in Q3 2018 and held it in 9 quarters. The position peaked at $17K in Q3 2018. 209 funds tracked by Wall St. Rank hold SJI as of Q4 2020.

Valley National Advisers reported no remaining South Jersey Industries, Inc. position as of Q4 2020 after selling out during the quarter.
Valley National Advisers sold 480 South Jersey Industries, Inc. shares in Q4 2020, an estimated $9K.
Valley National Advisers first reported a position in South Jersey Industries, Inc. in Q3 2018 and held it in 9 quarters.
Valley National Advisers's South Jersey Industries, Inc. position peaked at $17K in Q3 2018.
209 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2020.

Based on Valley National Advisers's 13F filing for Q4 2020, filed 11 Feb 2021.