Westwood Holdings Group’s South Jersey Industries, Inc. SJIU Stock Holding History

Westwood Holdings Group’s Portfolio SJIU Stock Details SJIU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-9,485	Closed	-$492K	–	547
2019 Q4	$492K	Buy	+9,485	New	+$483K	0.01%	383
2018 Q3	–	Sell	-1,000	Closed	-$54K	–	441
2018 Q2	$54K	Buy	+1,000	New	+$53.4K	﹤0.01%	414

Other funds holding SJIU

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westwood Holdings Group's SJIU Position: Q1 2020 in Review

Westwood Holdings Group sold out of South Jersey Industries, Inc. (SJIU) in Q1 2020, closing a stake of 9,485 shares — an estimated $492K sold.

Westwood Holdings Group first reported a position in SJIU in Q2 2018 and held it in 2 quarters. The position peaked at $492K in Q4 2019. 27 funds tracked by Wall St. Rank hold SJIU as of Q1 2020.

Westwood Holdings Group reported no remaining South Jersey Industries, Inc. position as of Q1 2020 after selling out during the quarter.
Westwood Holdings Group sold 9,485 South Jersey Industries, Inc. shares in Q1 2020, an estimated $492K.
Westwood Holdings Group first reported a position in South Jersey Industries, Inc. in Q2 2018 and held it in 2 quarters.
Westwood Holdings Group's South Jersey Industries, Inc. position peaked at $492K in Q4 2019.
27 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2020.

Based on Westwood Holdings Group's 13F filing for Q1 2020, filed 15 May 2020.