HIM
SJI

Hillsdale Investment Management’s South Jersey Industries, Inc. SJI Stock Holding History

Hillsdale Investment 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
2018
Q1 		– Sell
-40
Closed -$1K – 547
2017
Q4 		$1K Sell
40
-10
-20% -$331 ﹤0.01% 478
2017
Q3 		$2K Buy
50
+15
+43% +$520 ﹤0.01% 449
2017
Q2 		$1K Hold
35
– – ﹤0.01% 460
2017
Q1 		$1K Sell
35
-10
-22% -$335 ﹤0.01% 468
2016
Q4 		$2K Hold
45
– – ﹤0.01% 465
2016
Q3 		$1K Buy
45
+10
+29% +$306 ﹤0.01% 492
2016
Q2 		$1K Sell
35
-20
-36% -$574 ﹤0.01% 505
2016
Q1 		$2K Sell
55
-10
-15% -$256 ﹤0.01% 470
2015
Q4 		$2K Buy
+65
New +$1.59K ﹤0.01% 476

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hillsdale Investment Management's SJI Position: Q1 2018 in Review

Hillsdale Investment Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2018, closing a stake of 40 shares — an estimated $1K sold.

Hillsdale Investment Management first reported a position in SJI in Q4 2015 and held it in 9 quarters. The position peaked at $2K in Q3 2017. 219 funds tracked by Wall St. Rank hold SJI as of Q1 2018.

  • Hillsdale Investment Management reported no remaining South Jersey Industries, Inc. position as of Q1 2018 after selling out during the quarter.
  • Hillsdale Investment Management sold 40 South Jersey Industries, Inc. shares in Q1 2018, an estimated $1K.
  • Hillsdale Investment Management first reported a position in South Jersey Industries, Inc. in Q4 2015 and held it in 9 quarters.
  • Hillsdale Investment Management's South Jersey Industries, Inc. position peaked at $2K in Q3 2017.
  • 219 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2018.

Based on Hillsdale Investment Management's 13F filing for Q1 2018, filed 14 May 2018.