SevenBridge Financial Group’s South Jersey Industries, Inc. SJI Stock Holding History

SevenBridge Financial Group’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	–	Sell	-6,915	Closed	-$233K	–	618
2019 Q2	$233K	Hold	6,915	–	–	0.08%	142
2019 Q1	$222K	Hold	6,915	–	–	0.08%	136
2018 Q4	$192K	Sell	6,915 -1,200	-15%	-$38K	0.12%	121
2018 Q3	$286K	Buy	8,115 +3,000	+59%	+$102K	0.15%	106
2018 Q2	$171K	Buy	5,115 +1,039	+25%	+$32.6K	0.1%	148
2018 Q1	$115K	Hold	4,076	–	–	0.07%	174
2017 Q4	$127K	Hold	4,076	–	–	0.07%	169
2017 Q3	$141K	Hold	4,076	–	–	0.08%	161
2017 Q2	$140K	Buy	4,076 +4,004	+5,561%	+$145K	0.09%	160
2017 Q1	$3K	Hold	72	–	–	﹤0.01%	567
2016 Q4	$2K	Hold	72	–	–	﹤0.01%	597
2016 Q3	$2K	Hold	72	–	–	﹤0.01%	580
2016 Q2	$2K	Buy	+72	New	+$2.06K	﹤0.01%	696

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

SevenBridge Financial Group's SJI Position: Q3 2019 in Review

SevenBridge Financial Group sold out of South Jersey Industries, Inc. (SJI) in Q3 2019, closing a stake of 6,915 shares — an estimated $233K sold.

SevenBridge Financial Group first reported a position in SJI in Q2 2016 and held it in 13 quarters. The position peaked at $286K in Q3 2018. 229 funds tracked by Wall St. Rank hold SJI as of Q3 2019.

SevenBridge Financial Group reported no remaining South Jersey Industries, Inc. position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 6,915 South Jersey Industries, Inc. shares in Q3 2019, an estimated $233K.
SevenBridge Financial Group first reported a position in South Jersey Industries, Inc. in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's South Jersey Industries, Inc. position peaked at $286K in Q3 2018.
229 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.