Barrow, Hanley, Mewhinney & Strauss
SJI

Barrow, Hanley, Mewhinney & Strauss’s South Jersey Industries, Inc. SJI Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2021
Q3 		– Sell
-719
Closed -$19K – 349
2021
Q2 		$19K Sell
719
-261
-27% -$6.72K ﹤0.01% 300
2021
Q1 		$22K Buy
+980
New +$23.2K ﹤0.01% 307

Other funds holding SJI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
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 $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's SJI Position: Q3 2021 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of South Jersey Industries, Inc. (SJI) in Q3 2021, closing a stake of 719 shares — an estimated $19K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in SJI in Q1 2021 and held it in 2 quarters. The position peaked at $22K in Q1 2021. 231 funds tracked by Wall St. Rank hold SJI as of Q3 2021.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining South Jersey Industries, Inc. position as of Q3 2021 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 719 South Jersey Industries, Inc. shares in Q3 2021, an estimated $19K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in South Jersey Industries, Inc. in Q1 2021 and held it in 2 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's South Jersey Industries, Inc. position peaked at $22K in Q1 2021.
  • 231 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2021.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q3 2021, filed 12 Nov 2021.