YMRC
SJI

Yorktown Management & Research Company’s South Jersey Industries, Inc. SJI Stock Holding History

Yorktown Management & Research Company’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
Q2 		– Sell
-8,800
Closed -$220K – 328
2020
Q1 		$220K Buy
+8,800
New +$260K 0.22% 204
2018
Q1 		– Sell
-9,400
Closed -$294K – 398
2017
Q4 		$294K Buy
+9,400
New +$311K 0.08% 297

Other funds holding SJI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Yorktown Management & Research Company's SJI Position: Q2 2020 in Review

Yorktown Management & Research Company sold out of South Jersey Industries, Inc. (SJI) in Q2 2020, closing a stake of 8,800 shares — an estimated $220K sold.

Yorktown Management & Research Company first reported a position in SJI in Q4 2017 and held it in 2 quarters. The position peaked at $294K in Q4 2017. 216 funds tracked by Wall St. Rank hold SJI as of Q2 2020.

  • Yorktown Management & Research Company reported no remaining South Jersey Industries, Inc. position as of Q2 2020 after selling out during the quarter.
  • Yorktown Management & Research Company sold 8,800 South Jersey Industries, Inc. shares in Q2 2020, an estimated $220K.
  • Yorktown Management & Research Company first reported a position in South Jersey Industries, Inc. in Q4 2017 and held it in 2 quarters.
  • Yorktown Management & Research Company's South Jersey Industries, Inc. position peaked at $294K in Q4 2017.
  • 216 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2020.

Based on Yorktown Management & Research Company's 13F filing for Q2 2020, filed 11 Aug 2020.