AG
SJI

Advisor Group’s South Jersey Industries, Inc. SJI Stock Holding History

Advisor Group’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
Q4 		$915K Buy
27,692
+368
+1% +$11.6K 0.01% 1256
2019
Q3 		$900K Buy
27,324
+413
+2% +$13.5K 0.01% 1201
2019
Q2 		$909K Sell
26,911
-365
-1% -$11.8K 0.01% 1173
2019
Q1 		$875K Buy
27,276
+1,217
+5% +$36.8K 0.01% 1181
2018
Q4 		$726K Buy
26,059
+5,251
+25% +$166K 0.01% 1153
2018
Q3 		$734K Buy
20,808
+511
+3% +$17.3K 0.01% 1202
2018
Q2 		$679K Buy
20,297
+463
+2% +$14.5K 0.01% 1104
2018
Q1 		$559K Buy
19,834
+637
+3% +$17.9K 0.01% 1240
2017
Q4 		$600K Buy
19,197
+1,051
+6% +$34.7K 0.01% 1214
2017
Q3 		$627K Buy
18,146
+127
+0.7% +$4.41K 0.01% 1073
2017
Q2 		$616K Sell
18,019
-954
-5% -$34.6K 0.01% 1029
2017
Q1 		$677K Buy
18,973
+171
+0.9% +$5.74K 0.01% 901
2016
Q4 		$633K Sell
18,802
-1,279
-6% -$39.9K 0.01% 874
2016
Q3 		$593K Sell
20,081
-895
-4% -$27.4K 0.01% 881
2016
Q2 		$661K Buy
+20,976
New +$602K 0.02% 777

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's SJI Position: Q4 2019 in Review

Advisor Group increased its South Jersey Industries, Inc. (SJI) stake by 1.3% in Q4 2019, buying an estimated $11.6K and bringing the position to 27,692 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #1256.

Advisor Group first reported a position in SJI in Q2 2016 and has held it in 15 quarters since. 247 funds tracked by Wall St. Rank hold SJI as of Q4 2019.

  • Advisor Group held 27,692 shares of South Jersey Industries, Inc. worth $915K as of Q4 2019.
  • Advisor Group bought 368 South Jersey Industries, Inc. shares in Q4 2019, an estimated $11.6K.
  • South Jersey Industries, Inc. made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1256 holding.
  • Advisor Group first reported a position in South Jersey Industries, Inc. in Q2 2016 and has held it in 15 quarters since.
  • 247 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.