SIM
SJI

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

Stelliam 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
Q2 		– Sell
-55,586
Closed -$1.51M – 73
2015
Q1 		$1.51M Sell
55,586
-1,819,414
-97% -$51.9M 0.03% 63
2014
Q4 		$55.2M Sell
1,875,000
-115,000
-6% -$3.29M 1.27% 37
2014
Q3 		$53.1M Buy
1,990,000
+192,800
+11% +$5.42M 1.4% 35
2014
Q2 		$54.3M Buy
1,797,200
+267,200
+17% +$7.62M 1.45% 33
2014
Q1 		$42.9M Buy
1,530,000
+280,000
+22% +$7.69M 1.42% 34
2013
Q4 		$35M Buy
1,250,000
+310,000
+33% +$8.86M 1.43% 41
2013
Q3 		$27.5M Buy
940,000
+144,800
+18% +$4.27M 1.31% 39
2013
Q2 		$22.8M Buy
+795,200
New +$23.3M 1.24% 39

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stelliam Investment Management's SJI Position: Q2 2015 in Review

Stelliam Investment Management sold out of South Jersey Industries, Inc. (SJI) in Q2 2015, closing a stake of 55,586 shares — an estimated $1.51M sold.

Stelliam Investment Management first reported a position in SJI in Q2 2013 and held it in 8 quarters. The position peaked at $55.2M in Q4 2014. 182 funds tracked by Wall St. Rank hold SJI as of Q2 2015.

  • Stelliam Investment Management reported no remaining South Jersey Industries, Inc. position as of Q2 2015 after selling out during the quarter.
  • Stelliam Investment Management sold 55,586 South Jersey Industries, Inc. shares in Q2 2015, an estimated $1.51M.
  • Stelliam Investment Management first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 8 quarters.
  • Stelliam Investment Management's South Jersey Industries, Inc. position peaked at $55.2M in Q4 2014.
  • 182 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2015.

Based on Stelliam Investment Management's 13F filing for Q2 2015, filed 13 Aug 2015.