MC
SJI

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

Miles Capital’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
2020
Q1 		– Sell
-7,657
Closed -$253K – 188
2019
Q4 		$253K Sell
7,657
-95
-1% -$3K 0.2% 139
2019
Q3 		$255K Buy
+7,752
New +$253K 0.21% 123
2018
Q2 		– Sell
-10,354
Closed -$292K – 218
2018
Q1 		$292K Buy
10,354
+427
+4% +$12K 0.16% 122
2017
Q4 		$310K Buy
+9,927
New +$328K 0.18% 92

Other funds holding SJI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Miles Capital's SJI Position: Q1 2020 in Review

Miles Capital sold out of South Jersey Industries, Inc. (SJI) in Q1 2020, closing a stake of 7,657 shares — an estimated $253K sold.

Miles Capital first reported a position in SJI in Q4 2017 and held it in 4 quarters. The position peaked at $310K in Q4 2017. 223 funds tracked by Wall St. Rank hold SJI as of Q1 2020.

  • Miles Capital reported no remaining South Jersey Industries, Inc. position as of Q1 2020 after selling out during the quarter.
  • Miles Capital sold 7,657 South Jersey Industries, Inc. shares in Q1 2020, an estimated $253K.
  • Miles Capital first reported a position in South Jersey Industries, Inc. in Q4 2017 and held it in 4 quarters.
  • Miles Capital's South Jersey Industries, Inc. position peaked at $310K in Q4 2017.
  • 223 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.