Ballentine Partners »

SJW shares owned by Ballentine Partners

Quarter-by-quarter ownership of SJW (SJW) shares owned by Ballentine Partners from 13F filings

Historical chart of Ballentine Partners investment in SJW

Tip: Access up to 7 years of quarterly data

All positions including SJW held by Ballentine Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SJW by Ballentine Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $319k 5.5k 58.11

More positions owned by Ballentine Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Ballentine Partners

Top funds holding SJW

BlackRock
BlackRock
Vanguard Group
State Street Corporation
HPM Partners
Amundi
Nuance Investments
Geode Capital Management
Dimensional Fund Advisors
Invesco
Morgan Stanley
KBC Group NV
First Trust Advisors
Northern Trust
Charles Schwab Investment Management

View all funds holding SJW