HM
SJIU

Howard Marks’s South Jersey Industries, Inc. SJIU Stock Holding History

Howard Marks’s Portfolio SJIU Stock Details SJIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-93,000
Closed -$4.37M – 219
2018
Q4 		$4.37M Sell
93,000
-207,000
-69% -$10.7M 0.08% 153
2018
Q3 		$16.8M Buy
+300,000
New +$16.5M 0.23% 99

Other funds holding SJIU

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $3.43B AUM 14.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Howard Marks's SJIU Position: Q1 2019 in Review

Howard Marks sold out of South Jersey Industries, Inc. (SJIU) in Q1 2019, closing a stake of 93,000 shares — an estimated $4.37M sold.

Howard Marks first reported a position in SJIU in Q3 2018 and held it in 2 quarters. The position peaked at $16.8M in Q3 2018. 29 funds tracked by Wall St. Rank hold SJIU as of Q1 2019.

  • Howard Marks reported no remaining South Jersey Industries, Inc. position as of Q1 2019 after selling out during the quarter.
  • Howard Marks sold 93,000 South Jersey Industries, Inc. shares in Q1 2019, an estimated $4.37M.
  • Howard Marks first reported a position in South Jersey Industries, Inc. in Q3 2018 and held it in 2 quarters.
  • Howard Marks's South Jersey Industries, Inc. position peaked at $16.8M in Q3 2018.
  • 29 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2019.

Based on Oaktree Capital Management's 13F filing for Q1 2019, filed 14 May 2019.