EARNEST Partners
SJI

EARNEST Partners’s South Jersey Industries, Inc. SJI Stock Holding History

EARNEST Partners’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
Q3 		– Sell
-87,126
Closed -$2.18M – 1204
2020
Q2 		$2.18M Buy
87,126
+17,800
+26% +$469K 0.02% 196
2020
Q1 		$1.73M Buy
69,326
+7,389
+12% +$218K 0.02% 200
2019
Q4 		$2.04M Buy
61,937
+150
+0.2% +$4.73K 0.02% 210
2019
Q3 		$2.03M Buy
61,787
+32,543
+111% +$1.06M 0.02% 211
2019
Q2 		$986K Sell
29,244
-2,119,673
-99% -$68.5M 0.01% 224
2019
Q1 		$68.9M Buy
2,148,917
+6,625
+0.3% +$201K 0.66% 66
2018
Q4 		$59.6M Sell
2,142,292
-27,113
-1% -$858K 0.65% 66
2018
Q3 		$76.5M Sell
2,169,405
-18,665
-0.9% -$634K 0.69% 62
2018
Q2 		$73.2M Sell
2,188,070
-7,240
-0.3% -$227K 0.69% 61
2018
Q1 		$61.8M Buy
2,195,310
+45,784
+2% +$1.29M 0.58% 71
2017
Q4 		$67.1M Sell
2,149,526
-7,105
-0.3% -$235K 0.64% 64
2017
Q3 		$74.5M Buy
2,156,631
+32,184
+2% +$1.12M 0.74% 47
2017
Q2 		$72.6M Buy
2,124,447
+26,429
+1% +$959K 0.76% 47
2017
Q1 		$74.8M Sell
2,098,018
-27,676
-1% -$928K 0.8% 41
2016
Q4 		$71.6M Sell
2,125,694
-178,820
-8% -$5.58M 0.78% 44
2016
Q3 		$68.1M Buy
2,304,514
+129,787
+6% +$3.98M 0.71% 47
2016
Q2 		$68.8M Sell
2,174,727
-41,839
-2% -$1.2M 0.75% 43
2016
Q1 		$63.1M Sell
2,216,566
-38,601
-2% -$989K 0.66% 50
2015
Q4 		$53M Sell
2,255,167
-67,928
-3% -$1.66M 0.54% 67
2015
Q3 		$58.7M Sell
2,323,095
-101,899
-4% -$2.49M 0.58% 63
2015
Q2 		$60M Buy
2,424,994
+11,462
+0.5% +$300K 0.52% 69
2015
Q1 		$65.5M Sell
2,413,532
-186,676
-7% -$5.32M 0.56% 63
2014
Q4 		$76.6M Sell
2,600,208
-11,088
-0.4% -$317K 0.63% 57
2014
Q3 		$69.7M Buy
2,611,296
+7,668
+0.3% +$215K 0.58% 62
2014
Q2 		$78.6M Sell
2,603,628
-45,748
-2% -$1.3M 0.63% 57
2014
Q1 		$74.3M Sell
2,649,376
-116,584
-4% -$3.2M 0.6% 60
2013
Q4 		$77.4M Buy
+2,765,960
New +$79.1M 0.62% 59

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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 $298B AUM 21.96% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

EARNEST Partners's SJI Position: Q3 2020 in Review

EARNEST Partners sold out of South Jersey Industries, Inc. (SJI) in Q3 2020, closing a stake of 87,126 shares — an estimated $2.18M sold.

EARNEST Partners first reported a position in SJI in Q4 2013 and held it in 27 quarters. The position peaked at $78.6M in Q2 2014. 213 funds tracked by Wall St. Rank hold SJI as of Q3 2020.

  • EARNEST Partners reported no remaining South Jersey Industries, Inc. position as of Q3 2020 after selling out during the quarter.
  • EARNEST Partners sold 87,126 South Jersey Industries, Inc. shares in Q3 2020, an estimated $2.18M.
  • EARNEST Partners first reported a position in South Jersey Industries, Inc. in Q4 2013 and held it in 27 quarters.
  • EARNEST Partners's South Jersey Industries, Inc. position peaked at $78.6M in Q2 2014.
  • 213 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2020.

Based on EARNEST Partners's 13F filing for Q3 2020, filed 16 Nov 2020.