FI
SJI

FormulaFolio Investments’s South Jersey Industries, Inc. SJI Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-11,474
Closed -$247K – 843
2020
Q4 		$247K Buy
11,474
+241
+2% +$5.2K 0.01% 574
2020
Q3 		$216K Hold
11,233
– – 0.01% 296
2020
Q2 		$281K Hold
11,233
– – 0.01% 242
2020
Q1 		$281K Sell
11,233
-538
-5% -$15.9K 0.02% 225
2019
Q4 		$388K Hold
11,771
– – 0.01% 264
2019
Q3 		$387K Hold
11,771
– – 0.01% 248
2019
Q2 		$397K Hold
11,771
– – 0.02% 227
2019
Q1 		$377K Buy
11,771
+228
+2% +$6.9K 0.02% 233
2018
Q4 		$407K Hold
11,543
– – 0.02% 223
2018
Q3 		$407K Hold
11,543
– – 0.02% 223
2018
Q2 		$386K Sell
11,543
-135
-1% -$4.24K 0.02% 223
2018
Q1 		$329K Sell
11,678
-250
-2% -$7.03K 0.02% 217
2017
Q4 		$373K Hold
11,928
– – 0.02% 201
2017
Q3 		$412K Hold
11,928
– – 0.03% 155
2017
Q2 		$408K Sell
11,928
-200
-2% -$7.26K 0.04% 146
2017
Q1 		$432K Sell
12,128
-215
-2% -$7.21K 0.05% 124
2016
Q4 		$416K Hold
12,343
– – 0.06% 113
2016
Q3 		$365K Hold
12,343
– – 0.05% 92
2016
Q2 		$390K Hold
12,343
– – 0.07% 78
2016
Q1 		$351K Hold
12,343
– – 0.06% 88
2015
Q4 		$290K Sell
12,343
-275
-2% -$6.74K 0.07% 81
2015
Q3 		$319K Hold
12,618
– – 0.1% 52
2015
Q2 		$312K Hold
12,618
– – 0.09% 75
2015
Q1 		$342K Hold
12,618
– – 0.11% 60
2014
Q4 		$372K Buy
+12,618
New +$361K 0.14% 55

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
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 $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

FormulaFolio Investments's SJI Position: Q1 2021 in Review

FormulaFolio Investments sold out of South Jersey Industries, Inc. (SJI) in Q1 2021, closing a stake of 11,474 shares — an estimated $247K sold.

FormulaFolio Investments first reported a position in SJI in Q4 2014 and held it in 25 quarters. The position peaked at $432K in Q1 2017. 244 funds tracked by Wall St. Rank hold SJI as of Q1 2021.

  • FormulaFolio Investments reported no remaining South Jersey Industries, Inc. position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 11,474 South Jersey Industries, Inc. shares in Q1 2021, an estimated $247K.
  • FormulaFolio Investments first reported a position in South Jersey Industries, Inc. in Q4 2014 and held it in 25 quarters.
  • FormulaFolio Investments's South Jersey Industries, Inc. position peaked at $432K in Q1 2017.
  • 244 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.