Advantage Investment Management’s South Jersey Industries, Inc. SJI Stock Holding History

Advantage Investment Management’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
2019 Q3	$6K	Buy	197 +64	+48%	+$2.09K	﹤0.01%	747
2019 Q2	$4K	Buy	+133	New	+$4.3K	﹤0.01%	817
2018 Q3	–	Sell	-304	Closed	-$10K	–	1096
2018 Q2	$10K	Hold	304	–	–	0.01%	658
2018 Q1	$9K	Hold	304	–	–	﹤0.01%	703
2017 Q4	$9K	Buy	304 +141	+87%	+$4.66K	﹤0.01%	720
2017 Q3	$6K	Hold	163	–	–	﹤0.01%	801
2017 Q2	$6K	Buy	163 +7	+4%	+$254	﹤0.01%	816
2017 Q1	$6K	Buy	156 +39	+33%	+$1.31K	﹤0.01%	790
2016 Q4	$4K	Buy	+117	New	+$3.65K	﹤0.01%	787
2015 Q1	–	Sell	-1,400	Closed	-$41K	–	905
2014 Q4	$41K	Buy	+1,400	New	+$40K	0.03%	330

Other funds holding SJI

BlackRock New York $5.72T AUM 30.48% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Advantage Investment Management's SJI Position: Q3 2019 in Review

Advantage Investment Management increased its South Jersey Industries, Inc. (SJI) stake by 48% in Q3 2019, buying an estimated $2.09K and bringing the position to 197 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Advantage Investment Management first reported a position in SJI in Q4 2014 and has held it in 10 quarters since. The position peaked at $41K in Q4 2014. 229 funds tracked by Wall St. Rank hold SJI as of Q3 2019.

Advantage Investment Management held 197 shares of South Jersey Industries, Inc. worth $6K as of Q3 2019.
Advantage Investment Management bought 64 South Jersey Industries, Inc. shares in Q3 2019, an estimated $2.09K.
South Jersey Industries, Inc. made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #747 holding.
Advantage Investment Management first reported a position in South Jersey Industries, Inc. in Q4 2014 and has held it in 10 quarters since.
Advantage Investment Management's South Jersey Industries, Inc. position peaked at $41K in Q4 2014.
229 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.