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 $5.7T 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
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return