AIL
SJI

AGF Investments LLC’s South Jersey Industries, Inc. SJI Stock Holding History

AGF Investments LLC’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 		– Sell
-60,690
Closed -$1.17M – 605
2020
Q3 		$1.17M Buy
60,690
+18,335
+43% +$410K 0.13% 214
2020
Q2 		$1.06M Buy
+42,355
New +$1.12M 0.11% 257
2017
Q4 		– Sell
-270
Closed -$10K – 833
2017
Q3 		$10K Hold
270
– – ﹤0.01% 586
2017
Q2 		$9K Hold
270
– – ﹤0.01% 647
2017
Q1 		$10K Buy
+270
New +$9.06K ﹤0.01% 574

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AGF Investments LLC's SJI Position: Q4 2020 in Review

AGF Investments LLC sold out of South Jersey Industries, Inc. (SJI) in Q4 2020, closing a stake of 60,690 shares — an estimated $1.17M sold.

AGF Investments LLC first reported a position in SJI in Q1 2017 and held it in 5 quarters. The position peaked at $1.17M in Q3 2020. 209 funds tracked by Wall St. Rank hold SJI as of Q4 2020.

  • AGF Investments LLC reported no remaining South Jersey Industries, Inc. position as of Q4 2020 after selling out during the quarter.
  • AGF Investments LLC sold 60,690 South Jersey Industries, Inc. shares in Q4 2020, an estimated $1.17M.
  • AGF Investments LLC first reported a position in South Jersey Industries, Inc. in Q1 2017 and held it in 5 quarters.
  • AGF Investments LLC's South Jersey Industries, Inc. position peaked at $1.17M in Q3 2020.
  • 209 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2020.

Based on AGF Investments LLC's 13F filing for Q4 2020, filed 8 Feb 2021.