NSIM
SJI

North Star Investment Management’s South Jersey Industries, Inc. SJI Stock Holding History

North Star Investment 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
2015
Q4 		– Sell
-290
Closed -$7K – 869
2015
Q3 		$7K Buy
290
+90
+45% +$2.2K ﹤0.01% 696
2015
Q2 		$5K Hold
200
– – ﹤0.01% 742
2015
Q1 		$5K Buy
+200
New +$5.7K ﹤0.01% 721

Other funds holding SJI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

North Star Investment Management's SJI Position: Q4 2015 in Review

North Star Investment Management sold out of South Jersey Industries, Inc. (SJI) in Q4 2015, closing a stake of 290 shares — an estimated $7K sold.

North Star Investment Management first reported a position in SJI in Q1 2015 and held it in 3 quarters. The position peaked at $7K in Q3 2015. 195 funds tracked by Wall St. Rank hold SJI as of Q4 2015.

  • North Star Investment Management reported no remaining South Jersey Industries, Inc. position as of Q4 2015 after selling out during the quarter.
  • North Star Investment Management sold 290 South Jersey Industries, Inc. shares in Q4 2015, an estimated $7K.
  • North Star Investment Management first reported a position in South Jersey Industries, Inc. in Q1 2015 and held it in 3 quarters.
  • North Star Investment Management's South Jersey Industries, Inc. position peaked at $7K in Q3 2015.
  • 195 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2015.

Based on North Star Investment Management's 13F filing for Q4 2015, filed 20 Jan 2016.