NI
SJI

Numeric Investors’s South Jersey Industries, Inc. SJI Stock Holding History

Numeric Investors’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
2017
Q1 		– Sell
-6,200
Closed -$209K – 1191
2016
Q4 		$209K Buy
+6,200
New +$193K ﹤0.01% 986
2016
Q3 		– Sell
-10,200
Closed -$323K – 1238
2016
Q2 		$323K Buy
+10,200
New +$293K ﹤0.01% 866

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Numeric Investors's SJI Position: Q1 2017 in Review

Numeric Investors sold out of South Jersey Industries, Inc. (SJI) in Q1 2017, closing a stake of 6,200 shares — an estimated $209K sold.

Numeric Investors first reported a position in SJI in Q2 2016 and held it in 2 quarters. The position peaked at $323K in Q2 2016. 213 funds tracked by Wall St. Rank hold SJI as of Q1 2017.

  • Numeric Investors reported no remaining South Jersey Industries, Inc. position as of Q1 2017 after selling out during the quarter.
  • Numeric Investors sold 6,200 South Jersey Industries, Inc. shares in Q1 2017, an estimated $209K.
  • Numeric Investors first reported a position in South Jersey Industries, Inc. in Q2 2016 and held it in 2 quarters.
  • Numeric Investors's South Jersey Industries, Inc. position peaked at $323K in Q2 2016.
  • 213 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2017.

Based on Numeric Investors's 13F filing for Q1 2017, filed 15 May 2017.