IIC
SJI

Ironwood Investment Counsel’s South Jersey Industries, Inc. SJI Stock Holding History

Ironwood Investment Counsel’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
Q4 		– Sell
-5,680
Closed -$200K – 159
2018
Q3 		$200K Buy
+5,680
New +$193K 0.08% 149
2017
Q4 		– Sell
-6,358
Closed -$220K – 151
2017
Q3 		$220K Hold
6,358
– – 0.09% 136
2017
Q2 		$226K Hold
6,358
– – 0.09% 146
2017
Q1 		$226K Hold
6,358
– – 0.09% 147
2016
Q4 		$214K Buy
+6,358
New +$198K 0.1% 147

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ironwood Investment Counsel's SJI Position: Q4 2018 in Review

Ironwood Investment Counsel sold out of South Jersey Industries, Inc. (SJI) in Q4 2018, closing a stake of 5,680 shares — an estimated $200K sold.

Ironwood Investment Counsel first reported a position in SJI in Q4 2016 and held it in 5 quarters. The position peaked at $226K in Q2 2017. 238 funds tracked by Wall St. Rank hold SJI as of Q4 2018.

  • Ironwood Investment Counsel reported no remaining South Jersey Industries, Inc. position as of Q4 2018 after selling out during the quarter.
  • Ironwood Investment Counsel sold 5,680 South Jersey Industries, Inc. shares in Q4 2018, an estimated $200K.
  • Ironwood Investment Counsel first reported a position in South Jersey Industries, Inc. in Q4 2016 and held it in 5 quarters.
  • Ironwood Investment Counsel's South Jersey Industries, Inc. position peaked at $226K in Q2 2017.
  • 238 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2018.

Based on Ironwood Investment Counsel's 13F filing for Q4 2018, filed 25 Jan 2019.