BCI
SJI

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

Brinker Capital 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
2021
Q1 		– Sell
-26,246
Closed -$566K – 1294
2020
Q4 		$566K Buy
26,246
+7,381
+39% +$159K 0.01% 813
2020
Q3 		$364K Buy
+18,865
New +$422K 0.01% 973

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Brinker Capital Investments's SJI Position: Q1 2021 in Review

Brinker Capital Investments sold out of South Jersey Industries, Inc. (SJI) in Q1 2021, closing a stake of 26,246 shares — an estimated $566K sold.

Brinker Capital Investments first reported a position in SJI in Q3 2020 and held it in 2 quarters. The position peaked at $566K in Q4 2020. 244 funds tracked by Wall St. Rank hold SJI as of Q1 2021.

  • Brinker Capital Investments reported no remaining South Jersey Industries, Inc. position as of Q1 2021 after selling out during the quarter.
  • Brinker Capital Investments sold 26,246 South Jersey Industries, Inc. shares in Q1 2021, an estimated $566K.
  • Brinker Capital Investments first reported a position in South Jersey Industries, Inc. in Q3 2020 and held it in 2 quarters.
  • Brinker Capital Investments's South Jersey Industries, Inc. position peaked at $566K in Q4 2020.
  • 244 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2021.

Based on Brinker Capital Investments's 13F filing for Q1 2021, filed 12 May 2021.