Jacobs Levy Equity Management
SJI

Jacobs Levy Equity Management’s South Jersey Industries, Inc. SJI Stock Holding History

Jacobs Levy Equity 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
2016
Q4 		– Sell
-97,475
Closed -$2.88M – 1085
2016
Q3 		$2.88M Buy
97,475
+23,800
+32% +$729K 0.05% 354
2016
Q2 		$2.33M Buy
+73,675
New +$2.11M 0.05% 394

Other funds holding SJI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jacobs Levy Equity Management's SJI Position: Q4 2016 in Review

Jacobs Levy Equity Management sold out of South Jersey Industries, Inc. (SJI) in Q4 2016, closing a stake of 97,475 shares — an estimated $2.88M sold.

Jacobs Levy Equity Management first reported a position in SJI in Q2 2016 and held it in 2 quarters. The position peaked at $2.88M in Q3 2016. 221 funds tracked by Wall St. Rank hold SJI as of Q4 2016.

  • Jacobs Levy Equity Management reported no remaining South Jersey Industries, Inc. position as of Q4 2016 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 97,475 South Jersey Industries, Inc. shares in Q4 2016, an estimated $2.88M.
  • Jacobs Levy Equity Management first reported a position in South Jersey Industries, Inc. in Q2 2016 and held it in 2 quarters.
  • Jacobs Levy Equity Management's South Jersey Industries, Inc. position peaked at $2.88M in Q3 2016.
  • 221 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2016.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2016, filed 14 Feb 2017.