AIA
SJI

Alera Investment Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-29
Closed -$1K – 1109
2019
Q1 		$1K Buy
+29
New +$878 ﹤0.01% 1138

Other funds holding SJI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Alera Investment Advisors's SJI Position: Q2 2019 in Review

Alera Investment Advisors sold out of South Jersey Industries, Inc. (SJI) in Q2 2019, closing a stake of 29 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in SJI in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 242 funds tracked by Wall St. Rank hold SJI as of Q2 2019.

  • Alera Investment Advisors reported no remaining South Jersey Industries, Inc. position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 29 South Jersey Industries, Inc. shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in South Jersey Industries, Inc. in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's South Jersey Industries, Inc. position peaked at $1K in Q1 2019.
  • 242 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.