JG
SJI

Joel Greenblatt’s South Jersey Industries, Inc. SJI Stock Holding History

Joel Greenblatt’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
-10,511
Closed -$237K – 1142
2021
Q1 		$237K Buy
+10,511
New +$249K 0.01% 907
2018
Q4 		– Sell
-6,677
Closed -$235K – 1134
2018
Q3 		$235K Sell
6,677
-4,072
-38% -$138K ﹤0.01% 876
2018
Q2 		$360K Buy
+10,749
New +$337K 0.01% 745
2016
Q2 		– Sell
-39,106
Closed -$1.11M – 1116
2016
Q1 		$1.11M Buy
+39,106
New +$1M 0.01% 650

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 $23.2B AUM 40.19% 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 $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Joel Greenblatt's SJI Position: Q2 2021 in Review

Joel Greenblatt sold out of South Jersey Industries, Inc. (SJI) in Q2 2021, closing a stake of 10,511 shares — an estimated $237K sold.

Joel Greenblatt first reported a position in SJI in Q1 2016 and held it in 4 quarters. The position peaked at $1.11M in Q1 2016. 218 funds tracked by Wall St. Rank hold SJI as of Q2 2021.

  • Joel Greenblatt reported no remaining South Jersey Industries, Inc. position as of Q2 2021 after selling out during the quarter.
  • Joel Greenblatt sold 10,511 South Jersey Industries, Inc. shares in Q2 2021, an estimated $237K.
  • Joel Greenblatt first reported a position in South Jersey Industries, Inc. in Q1 2016 and held it in 4 quarters.
  • Joel Greenblatt's South Jersey Industries, Inc. position peaked at $1.11M in Q1 2016.
  • 218 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2021.

Based on Gotham Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.