RIA
SJI

Realta Investment Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Realta Investment Advisors’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
-1,472
Closed -$46K – 1515
2019
Q4 		$46K Buy
1,472
+2
+0.1% +$63 0.01% 687
2019
Q3 		$48K Sell
1,470
-1,421
-49% -$46.4K 0.01% 688
2019
Q2 		$99K Buy
2,891
+1,721
+147% +$55.6K 0.03% 504
2019
Q1 		$37K Buy
+1,170
New +$35.4K 0.02% 627

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 $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 $12.5B AUM 7.49% 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 $315B AUM 27.84% 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

Realta Investment Advisors's SJI Position: Q1 2020 in Review

Realta Investment Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2020, closing a stake of 1,472 shares — an estimated $46K sold.

Realta Investment Advisors first reported a position in SJI in Q1 2019 and held it in 4 quarters. The position peaked at $99K in Q2 2019. 224 funds tracked by Wall St. Rank hold SJI as of Q1 2020.

  • Realta Investment Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,472 South Jersey Industries, Inc. shares in Q1 2020, an estimated $46K.
  • Realta Investment Advisors first reported a position in South Jersey Industries, Inc. in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's South Jersey Industries, Inc. position peaked at $99K in Q2 2019.
  • 224 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.