Winslow Evans & Crocker’s South Jersey Industries, Inc. SJI Stock Holding History

Winslow Evans & Crocker’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	$17K	Hold	800	–	–	﹤0.01%	838
2020 Q3	$15K	Hold	800	–	–	﹤0.01%	675
2020 Q2	$20K	Hold	800	–	–	0.01%	619
2020 Q1	$20K	Hold	800	–	–	0.01%	583
2019 Q4	$28K	Hold	800	–	–	0.01%	614
2019 Q3	$28K	Hold	800	–	–	0.01%	607
2019 Q2	$28K	Sell	800 -40	-5%	-$1.29K	0.01%	622
2019 Q1	$28K	Buy	840 +40	+5%	+$1.21K	0.01%	610
2018 Q4	$24K	Hold	800	–	–	0.01%	605
2018 Q3	$30K	Hold	800	–	–	0.01%	587
2018 Q2	$28K	Hold	800	–	–	0.01%	618
2018 Q1	$22.5K	Hold	800	–	–	0.01%	623
2017 Q4	$25K	Hold	800	–	–	0.01%	616
2017 Q3	$27.6K	Hold	800	–	–	0.01%	591
2017 Q2	$27.3K	Hold	800	–	–	0.01%	691
2017 Q1	$28.5K	Hold	800	–	–	0.01%	659
2016 Q4	$27K	Hold	800	–	–	0.01%	669
2016 Q3	$23.6K	Hold	800	–	–	0.01%	699
2016 Q2	$25.3K	Hold	800	–	–	0.01%	649
2016 Q1	$22.8K	Hold	800	–	–	0.01%	667
2015 Q4	$18.8K	Hold	800	–	–	0.01%	761
2015 Q3	$20.2K	Hold	800	–	–	0.01%	720
2015 Q2	$19.8K	Hold	800	–	–	0.01%	763
2015 Q1	$21.7K	Hold	800	–	–	0.01%	714
2014 Q4	$23.6K	Hold	800	–	–	0.01%	690
2014 Q3	$21.3K	Hold	800	–	–	0.01%	725
2014 Q2	$24.2K	Hold	800	–	–	0.01%	632
2014 Q1	$22.4K	Hold	800	–	–	0.01%	636
2013 Q4	$22K	Buy	+800	New	+$22.9K	0.01%	675

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

Winslow Evans & Crocker's SJI Position: Q4 2020 in Review

Winslow Evans & Crocker held its South Jersey Industries, Inc. (SJI) position steady in Q4 2020 at 800 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Winslow Evans & Crocker first reported a position in SJI in Q4 2013 and has held it in 29 quarters since. The position peaked at $30K in Q3 2018. 209 funds tracked by Wall St. Rank hold SJI as of Q4 2020.

Winslow Evans & Crocker held 800 shares of South Jersey Industries, Inc. worth $17K as of Q4 2020.
Winslow Evans & Crocker left its South Jersey Industries, Inc. share count unchanged in Q4 2020.
South Jersey Industries, Inc. made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #838 holding.
Winslow Evans & Crocker first reported a position in South Jersey Industries, Inc. in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's South Jersey Industries, Inc. position peaked at $30K in Q3 2018.
209 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.