JCIA
SJI

Jackson Creek Investment Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Jackson Creek Investment Advisors’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
-39,685
Closed -$896K – 368
2021
Q1 		$896K Sell
39,685
-1,178
-3% -$27.9K 0.31% 178
2020
Q4 		$881K Sell
40,863
-74
-0.2% -$1.6K 0.35% 164
2020
Q3 		$789K Buy
+40,937
New +$916K 0.36% 128

Other funds holding SJI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jackson Creek Investment Advisors's SJI Position: Q2 2021 in Review

Jackson Creek Investment Advisors sold out of South Jersey Industries, Inc. (SJI) in Q2 2021, closing a stake of 39,685 shares — an estimated $896K sold.

Jackson Creek Investment Advisors first reported a position in SJI in Q3 2020 and held it in 3 quarters. The position peaked at $896K in Q1 2021. 218 funds tracked by Wall St. Rank hold SJI as of Q2 2021.

  • Jackson Creek Investment Advisors reported no remaining South Jersey Industries, Inc. position as of Q2 2021 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 39,685 South Jersey Industries, Inc. shares in Q2 2021, an estimated $896K.
  • Jackson Creek Investment Advisors first reported a position in South Jersey Industries, Inc. in Q3 2020 and held it in 3 quarters.
  • Jackson Creek Investment Advisors's South Jersey Industries, Inc. position peaked at $896K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2021.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.