KCM
SJI

Karp Capital Management’s South Jersey Industries, Inc. SJI Stock Holding History

Karp Capital 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
2019
Q1 		– Sell
-462
Closed -$13K – 405
2018
Q4 		$13K Buy
+462
New +$14.6K 0.01% 258
2015
Q4 		– Sell
-434
Closed -$11K – 299
2015
Q3 		$11K Buy
434
+4
+0.9% +$98 0.01% 261
2015
Q2 		$11K Buy
430
+4
+0.9% +$105 0.01% 289
2015
Q1 		$12K Hold
426
– – 0.01% 277
2014
Q4 		$13K Buy
+426
New +$12.2K 0.01% 267

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

Karp Capital Management's SJI Position: Q1 2019 in Review

Karp Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2019, closing a stake of 462 shares — an estimated $13K sold.

Karp Capital Management first reported a position in SJI in Q4 2014 and held it in 5 quarters. The position peaked at $13K in Q4 2018. 237 funds tracked by Wall St. Rank hold SJI as of Q1 2019.

  • Karp Capital Management reported no remaining South Jersey Industries, Inc. position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 462 South Jersey Industries, Inc. shares in Q1 2019, an estimated $13K.
  • Karp Capital Management first reported a position in South Jersey Industries, Inc. in Q4 2014 and held it in 5 quarters.
  • Karp Capital Management's South Jersey Industries, Inc. position peaked at $13K in Q4 2018.
  • 237 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.