PI
SJI

PineBridge Investments’s South Jersey Industries, Inc. SJI Stock Holding History

PineBridge Investments’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
-40,607
Closed -$1.34M – 1067
2019
Q4 		$1.34M Sell
40,607
-26,385
-39% -$832K 0.02% 495
2019
Q3 		$2.21M Buy
66,992
+1,844
+3% +$60.2K 0.04% 364
2019
Q2 		$2.2M Buy
+65,148
New +$2.11M 0.04% 336
2018
Q2 		– Sell
-64,078
Closed -$1.8M – 1166
2018
Q1 		$1.8M Buy
64,078
+35,857
+127% +$1.01M 0.04% 400
2017
Q4 		$881K Buy
28,221
+18,358
+186% +$607K 0.02% 613
2017
Q3 		$340K Sell
9,863
-35,677
-78% -$1.24M 0.01% 750
2017
Q2 		$1.56M Sell
45,540
-54,126
-54% -$1.96M 0.04% 343
2017
Q1 		$3.55M Buy
99,666
+31,883
+47% +$1.07M 0.09% 200
2016
Q4 		$2.28M Buy
67,783
+57,677
+571% +$1.8M 0.07% 225
2016
Q3 		$299K Buy
10,106
+27
+0.3% +$827 0.01% 385
2016
Q2 		$319K Buy
10,079
+1,640
+19% +$47K 0.02% 359
2016
Q1 		$240K Sell
8,439
-830
-9% -$21.3K 0.01% 419
2015
Q4 		$218K Buy
9,269
+612
+7% +$15K 0.01% 495
2015
Q3 		$218K Buy
8,657
+811
+10% +$19.8K 0.01% 486
2015
Q2 		$194K Sell
7,846
-9,682
-55% -$253K 0.01% 506
2015
Q1 		$476K Buy
17,528
+2,228
+15% +$63.5K 0.02% 440
2014
Q4 		$451K Buy
15,300
+892
+6% +$25.5K 0.02% 428
2014
Q3 		$384K Buy
14,408
+4,206
+41% +$118K 0.02% 424
2014
Q2 		$308K Sell
10,202
-6,294
-38% -$179K 0.01% 424
2014
Q1 		$462K Sell
16,496
-1,176
-7% -$32.3K 0.02% 461
2013
Q4 		$494K Buy
17,672
+10,368
+142% +$296K 0.01% 469
2013
Q3 		$214K Buy
7,304
+170
+2% +$5.02K 0.01% 475
2013
Q2 		$205K Buy
+7,134
New +$209K 0.01% 478

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PineBridge Investments's SJI Position: Q1 2020 in Review

PineBridge Investments sold out of South Jersey Industries, Inc. (SJI) in Q1 2020, closing a stake of 40,607 shares — an estimated $1.34M sold.

PineBridge Investments first reported a position in SJI in Q2 2013 and held it in 23 quarters. The position peaked at $3.55M in Q1 2017. 224 funds tracked by Wall St. Rank hold SJI as of Q1 2020.

  • PineBridge Investments reported no remaining South Jersey Industries, Inc. position as of Q1 2020 after selling out during the quarter.
  • PineBridge Investments sold 40,607 South Jersey Industries, Inc. shares in Q1 2020, an estimated $1.34M.
  • PineBridge Investments first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 23 quarters.
  • PineBridge Investments's South Jersey Industries, Inc. position peaked at $3.55M in Q1 2017.
  • 224 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2020.

Based on PineBridge Investments's 13F filing for Q1 2020, filed 14 May 2020.