JA
SJI

JOYN Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

JOYN 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
2019
Q1 		– Sell
-423
Closed -$12K – 1555
2018
Q4 		$12K Buy
423
+125
+42% +$3.96K ﹤0.01% 902
2018
Q3 		$11K Buy
298
+36
+14% +$1.22K ﹤0.01% 926
2018
Q2 		$9K Buy
262
+183
+232% +$5.74K ﹤0.01% 968
2018
Q1 		$2K Buy
+79
New +$2.22K ﹤0.01% 1122

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

JOYN Advisors's SJI Position: Q1 2019 in Review

JOYN Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2019, closing a stake of 423 shares — an estimated $12K sold.

JOYN Advisors first reported a position in SJI in Q1 2018 and held it in 4 quarters. The position peaked at $12K in Q4 2018. 237 funds tracked by Wall St. Rank hold SJI as of Q1 2019.

  • JOYN Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 423 South Jersey Industries, Inc. shares in Q1 2019, an estimated $12K.
  • JOYN Advisors first reported a position in South Jersey Industries, Inc. in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's South Jersey Industries, Inc. position peaked at $12K in Q4 2018.
  • 237 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.