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

Gotham 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
2021 Q2	–	Sell	-10,511	Closed	-$237K	–	1142
2021 Q1	$237K	Buy	+10,511	New	+$249K	0.01%	907
2018 Q4	–	Sell	-6,677	Closed	-$235K	–	1134
2018 Q3	$235K	Sell	6,677 -4,072	-38%	-$138K	﹤0.01%	876
2018 Q2	$360K	Buy	+10,749	New	+$337K	0.01%	745
2016 Q2	–	Sell	-39,106	Closed	-$1.11M	–	1116
2016 Q1	$1.11M	Buy	+39,106	New	+$1M	0.01%	650

Other funds holding SJI

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gotham Asset Management's SJI Position: Q2 2021 in Review

Gotham Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q2 2021, closing a stake of 10,511 shares — an estimated $237K sold.

Gotham Asset Management first reported a position in SJI in Q1 2016 and held it in 4 quarters. The position peaked at $1.11M in Q1 2016. 218 funds tracked by Wall St. Rank hold SJI as of Q2 2021.

Gotham Asset Management reported no remaining South Jersey Industries, Inc. position as of Q2 2021 after selling out during the quarter.
Gotham Asset Management sold 10,511 South Jersey Industries, Inc. shares in Q2 2021, an estimated $237K.
Gotham Asset Management first reported a position in South Jersey Industries, Inc. in Q1 2016 and held it in 4 quarters.
Gotham Asset Management's South Jersey Industries, Inc. position peaked at $1.11M in Q1 2016.
218 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2021.

Based on Gotham Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.