BC
SJI

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

Brinker Capital’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
2020
Q2 		$421K Buy
16,838
+3,709
+28% +$97.8K 0.01% 755
2020
Q1 		$328K Buy
13,129
+4,693
+56% +$138K 0.01% 753
2019
Q4 		$278K Sell
8,436
-2,624
-24% -$82.8K 0.01% 858
2019
Q3 		$364K Buy
11,060
+2,487
+29% +$81.2K 0.01% 771
2019
Q2 		$289K Buy
+8,573
New +$277K 0.01% 828

Other funds holding SJI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $23.2B AUM 40.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Brinker Capital's SJI Position: Q2 2020 in Review

Brinker Capital increased its South Jersey Industries, Inc. (SJI) stake by 28% in Q2 2020, buying an estimated $97.8K and bringing the position to 16,838 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #755.

Brinker Capital first reported a position in SJI in Q2 2019 and has held it in 5 quarters since. 216 funds tracked by Wall St. Rank hold SJI as of Q2 2020.

  • Brinker Capital held 16,838 shares of South Jersey Industries, Inc. worth $421K as of Q2 2020.
  • Brinker Capital bought 3,709 South Jersey Industries, Inc. shares in Q2 2020, an estimated $97.8K.
  • South Jersey Industries, Inc. made up 0.01% of Brinker Capital's portfolio in Q2 2020, its #755 holding.
  • Brinker Capital first reported a position in South Jersey Industries, Inc. in Q2 2019 and has held it in 5 quarters since.
  • 216 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.