GWAG
SJI

Garrett Wealth Advisory Group’s South Jersey Industries, Inc. SJI Stock Holding History

Garrett Wealth Advisory Group’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 		– Sell
-53
Closed -$1.74K – 686
2019
Q3 		$1.74K Buy
+53
New +$1.73K ﹤0.01% 597

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Garrett Wealth Advisory Group's SJI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of South Jersey Industries, Inc. (SJI) in Q4 2019, closing a stake of 53 shares — an estimated $1.74K sold.

Garrett Wealth Advisory Group first reported a position in SJI in Q3 2019 and held it in 1 quarter. The position peaked at $1.74K in Q3 2019. 247 funds tracked by Wall St. Rank hold SJI as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining South Jersey Industries, Inc. position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 53 South Jersey Industries, Inc. shares in Q4 2019, an estimated $1.74K.
  • Garrett Wealth Advisory Group first reported a position in South Jersey Industries, Inc. in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's South Jersey Industries, Inc. position peaked at $1.74K in Q3 2019.
  • 247 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.