B
SJI

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

Baird’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
2015
Q1 		$2.13M Buy
78,472
+9,238
+13% +$263K 0.02% 538
2014
Q4 		$2.04M Buy
69,234
+936
+1% +$26.8K 0.02% 542
2014
Q3 		$1.82M Buy
68,298
+416
+0.6% +$11.7K 0.03% 480
2014
Q2 		$2.05M Buy
67,882
+8,652
+15% +$247K 0.03% 486
2014
Q1 		$1.66M Buy
59,230
+2,714
+5% +$74.5K 0.02% 509
2013
Q4 		$1.58M Buy
56,516
+676
+1% +$19.3K 0.03% 506
2013
Q3 		$1.64M Buy
55,840
+2,112
+4% +$62.3K 0.03% 479
2013
Q2 		$1.54M Buy
+53,728
New +$1.57M 0.03% 467

Other funds holding SJI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baird's SJI Position: Q1 2015 in Review

Baird increased its South Jersey Industries, Inc. (SJI) stake by 13% in Q1 2015, buying an estimated $263K and bringing the position to 78,472 shares worth $2.13M. The position accounts for 0.02% of the portfolio, ranked #538.

Baird first reported a position in SJI in Q2 2013 and has held it in 8 quarters since. 180 funds tracked by Wall St. Rank hold SJI as of Q1 2015.

  • Baird held 78,472 shares of South Jersey Industries, Inc. worth $2.13M as of Q1 2015.
  • Baird bought 9,238 South Jersey Industries, Inc. shares in Q1 2015, an estimated $263K.
  • South Jersey Industries, Inc. made up 0.02% of Baird's portfolio in Q1 2015, its #538 holding.
  • Baird first reported a position in South Jersey Industries, Inc. in Q2 2013 and has held it in 8 quarters since.
  • 180 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.