Neuburgh Advisers’s South Jersey Industries, Inc. SJI Stock Holding History

Neuburgh Advisers’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 Q3	$366K	Hold	11,110	–	–	0.01%	540
2019 Q2	$375K	Hold	11,110	–	–	0.01%	534
2019 Q1	$356K	Hold	11,110	–	–	0.01%	534
2018 Q4	$309K	Hold	11,110	–	–	0.01%	530
2018 Q3	$392K	Buy	11,110 +2,684	+32%	+$91.1K	0.01%	536
2018 Q2	$282K	Sell	8,426 -2,838	-25%	-$89K	0.01%	563
2018 Q1	$317K	Sell	11,264 -9,988	-47%	-$281K	0.01%	532
2017 Q4	$664K	Sell	21,252 -8,514	-29%	-$281K	0.02%	358
2017 Q3	$1.03M	Sell	29,766 -1,078	-3%	-$37.4K	0.04%	275
2017 Q2	$1.05M	Sell	30,844 -6,160	-17%	-$224K	0.04%	260
2017 Q1	$1.32M	Sell	37,004 -286	-0.8%	-$9.59K	0.05%	238
2016 Q4	$1.26M	Buy	+37,290	New	+$1.16M	0.06%	210

Other funds holding SJI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Neuburgh Advisers's SJI Position: Q3 2019 in Review

Neuburgh Advisers held its South Jersey Industries, Inc. (SJI) position steady in Q3 2019 at 11,110 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #540.

Neuburgh Advisers first reported a position in SJI in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.32M in Q1 2017. 229 funds tracked by Wall St. Rank hold SJI as of Q3 2019.

Neuburgh Advisers held 11,110 shares of South Jersey Industries, Inc. worth $366K as of Q3 2019.
Neuburgh Advisers left its South Jersey Industries, Inc. share count unchanged in Q3 2019.
South Jersey Industries, Inc. made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #540 holding.
Neuburgh Advisers first reported a position in South Jersey Industries, Inc. in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's South Jersey Industries, Inc. position peaked at $1.32M in Q1 2017.
229 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.