Court Place Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Court Place Advisors’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
2019 Q3	–	Sell	-6,050	Closed	-$204K	–	183
2019 Q2	$204K	Sell	6,050 -750	-11%	-$24.2K	0.08%	174
2019 Q1	$218K	Buy	+6,800	New	+$206K	0.09%	167
2018 Q4	–	Sell	-7,100	Closed	-$250K	–	180
2018 Q3	$250K	Sell	7,100 -200	-3%	-$6.79K	0.09%	150
2018 Q2	$244K	Hold	7,300	–	–	0.1%	150
2018 Q1	$206K	Hold	7,300	–	–	0.09%	160
2017 Q4	$228K	Hold	7,300	–	–	0.09%	153
2017 Q3	$252K	Hold	7,300	–	–	0.11%	146
2017 Q2	$249K	Hold	7,300	–	–	0.12%	140
2017 Q1	$260K	Sell	7,300 -300	-4%	-$10.1K	0.13%	132
2016 Q4	$256K	Sell	7,600 -200	-3%	-$6.24K	0.13%	127
2016 Q3	$230K	Sell	7,800 -400	-5%	-$12.3K	0.13%	127
2016 Q2	$259K	Hold	8,200	–	–	0.15%	121
2016 Q1	$233K	Buy	+8,200	New	+$210K	0.14%	120

Other funds holding SJI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Court Place Advisors's SJI Position: Q3 2019 in Review

Court Place Advisors sold out of South Jersey Industries, Inc. (SJI) in Q3 2019, closing a stake of 6,050 shares — an estimated $204K sold.

Court Place Advisors first reported a position in SJI in Q1 2016 and held it in 13 quarters. The position peaked at $260K in Q1 2017. 229 funds tracked by Wall St. Rank hold SJI as of Q3 2019.

Court Place Advisors reported no remaining South Jersey Industries, Inc. position as of Q3 2019 after selling out during the quarter.
Court Place Advisors sold 6,050 South Jersey Industries, Inc. shares in Q3 2019, an estimated $204K.
Court Place Advisors first reported a position in South Jersey Industries, Inc. in Q1 2016 and held it in 13 quarters.
Court Place Advisors's South Jersey Industries, Inc. position peaked at $260K in Q1 2017.
229 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2019.

Based on Court Place Advisors's 13F filing for Q3 2019, filed 22 Oct 2019.