FGAM
SJI

Financial Gravity Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History

Financial Gravity Asset Management’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
Q4 		$33K Buy
+11
New +$347 0.02% 837
2018
Q2 		– Sell
-15
Closed – – 1666
2018
Q1 		$0 Buy
+15
New +$422 ﹤0.01% 1532

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's SJI Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in South Jersey Industries, Inc. (SJI) in Q4 2019: 11 shares worth $33K. The stake represents 0.02% of the portfolio and ranks #837 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SJI as recently as Q1 2018.

Financial Gravity Asset Management first reported a position in SJI in Q1 2018 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold SJI as of Q4 2019.

  • Financial Gravity Asset Management held 11 shares of South Jersey Industries, Inc. worth $33K as of Q4 2019.
  • South Jersey Industries, Inc. was a new Financial Gravity Asset Management position in Q4 2019.
  • South Jersey Industries, Inc. made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #837 holding.
  • Financial Gravity Asset Management first reported a position in South Jersey Industries, Inc. in Q1 2018 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.