AI
SJI

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

Atria Investments’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 		– Sell
-7,883
Closed -$243K – 996
2019
Q2 		$243K Buy
+7,883
New +$255K 0.01% 827

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 $315B AUM 27.84% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Atria Investments's SJI Position: Q3 2019 in Review

Atria Investments sold out of South Jersey Industries, Inc. (SJI) in Q3 2019, closing a stake of 7,883 shares — an estimated $243K sold.

Atria Investments first reported a position in SJI in Q2 2019 and held it in 1 quarter. The position peaked at $243K in Q2 2019. 229 funds tracked by Wall St. Rank hold SJI as of Q3 2019.

  • Atria Investments reported no remaining South Jersey Industries, Inc. position as of Q3 2019 after selling out during the quarter.
  • Atria Investments sold 7,883 South Jersey Industries, Inc. shares in Q3 2019, an estimated $243K.
  • Atria Investments first reported a position in South Jersey Industries, Inc. in Q2 2019 and held it in 1 quarter.
  • Atria Investments's South Jersey Industries, Inc. position peaked at $243K in Q2 2019.
  • 229 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2019.

Based on Atria Investments's 13F filing for Q3 2019, filed 14 Nov 2019.