CIC
SJI

Crawford Investment Counsel’s South Jersey Industries, Inc. SJI Stock Holding History

Crawford Investment Counsel’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
Q1 		– Sell
-11,380
Closed -$375K – 279
2019
Q4 		$375K Sell
11,380
-69,904
-86% -$2.2M 0.01% 234
2019
Q3 		$2.67M Sell
81,284
-6,333
-7% -$207K 0.07% 135
2019
Q2 		$2.96M Buy
87,617
+1,705
+2% +$55.1K 0.08% 128
2019
Q1 		$2.75M Buy
85,912
+10,610
+14% +$321K 0.08% 131
2018
Q4 		$2.09M Sell
75,302
-3,410
-4% -$108K 0.07% 138
2018
Q3 		$2.78M Sell
78,712
-470
-0.6% -$16K 0.08% 126
2018
Q2 		$2.65M Buy
79,182
+7,290
+10% +$229K 0.08% 123
2018
Q1 		$2.02M Buy
71,892
+10,460
+17% +$294K 0.06% 138
2017
Q4 		$1.92M Buy
61,432
+16,105
+36% +$532K 0.06% 137
2017
Q3 		$1.56M Buy
45,327
+11,904
+36% +$413K 0.05% 140
2017
Q2 		$1.14M Sell
33,423
-8,917
-21% -$324K 0.04% 151
2017
Q1 		$1.51M Hold
42,340
– – 0.05% 138
2016
Q4 		$1.43M Sell
42,340
-450
-1% -$14K 0.05% 145
2016
Q3 		$1.26M Buy
42,790
+1,170
+3% +$35.8K 0.05% 157
2016
Q2 		$1.32M Buy
41,620
+3,600
+9% +$103K 0.05% 141
2016
Q1 		$1.08M Sell
38,020
-4,100
-10% -$105K 0.05% 152
2015
Q4 		$991K Hold
42,120
– – 0.04% 153
2015
Q3 		$1.06M Buy
42,120
+7,200
+21% +$176K 0.05% 137
2015
Q2 		$864K Buy
34,920
+6,900
+25% +$180K 0.03% 159
2015
Q1 		$760K Buy
28,020
+16,000
+133% +$456K 0.03% 164
2014
Q4 		$354K Hold
12,020
– – 0.01% 201
2014
Q3 		$321K Sell
12,020
-1,800
-13% -$50.6K 0.01% 208
2014
Q2 		$417K Sell
13,820
-3,400
-20% -$96.9K 0.01% 192
2014
Q1 		$483K Sell
17,220
-3,440
-17% -$94.5K 0.02% 184
2013
Q4 		$578K Buy
20,660
+3,440
+20% +$98.3K 0.02% 167
2013
Q3 		$504K Hold
17,220
– – 0.02% 157
2013
Q2 		$494K Buy
+17,220
New +$504K 0.02% 147

Other funds holding SJI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $12.5B AUM 7.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Crawford Investment Counsel's SJI Position: Q1 2020 in Review

Crawford Investment Counsel sold out of South Jersey Industries, Inc. (SJI) in Q1 2020, closing a stake of 11,380 shares — an estimated $375K sold.

Crawford Investment Counsel first reported a position in SJI in Q2 2013 and held it in 27 quarters. The position peaked at $2.96M in Q2 2019. 224 funds tracked by Wall St. Rank hold SJI as of Q1 2020.

  • Crawford Investment Counsel reported no remaining South Jersey Industries, Inc. position as of Q1 2020 after selling out during the quarter.
  • Crawford Investment Counsel sold 11,380 South Jersey Industries, Inc. shares in Q1 2020, an estimated $375K.
  • Crawford Investment Counsel first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 27 quarters.
  • Crawford Investment Counsel's South Jersey Industries, Inc. position peaked at $2.96M in Q2 2019.
  • 224 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2020.

Based on Crawford Investment Counsel's 13F filing for Q1 2020, filed 15 May 2020.