SGI
SJI

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

Summit Global 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
2017
Q4 		– Sell
-13,600
Closed -$470K – 285
2017
Q3 		$470K Sell
13,600
-100
-0.7% -$3.47K 0.07% 223
2017
Q2 		$468K Buy
13,700
+300
+2% +$10.9K 0.14% 218
2017
Q1 		$478K Hold
13,400
– – 0.16% 139
2016
Q4 		$451K Buy
+13,400
New +$418K 0.16% 135

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Summit Global Investments's SJI Position: Q4 2017 in Review

Summit Global Investments sold out of South Jersey Industries, Inc. (SJI) in Q4 2017, closing a stake of 13,600 shares — an estimated $470K sold.

Summit Global Investments first reported a position in SJI in Q4 2016 and held it in 4 quarters. The position peaked at $478K in Q1 2017. 229 funds tracked by Wall St. Rank hold SJI as of Q4 2017.

  • Summit Global Investments reported no remaining South Jersey Industries, Inc. position as of Q4 2017 after selling out during the quarter.
  • Summit Global Investments sold 13,600 South Jersey Industries, Inc. shares in Q4 2017, an estimated $470K.
  • Summit Global Investments first reported a position in South Jersey Industries, Inc. in Q4 2016 and held it in 4 quarters.
  • Summit Global Investments's South Jersey Industries, Inc. position peaked at $478K in Q1 2017.
  • 229 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2017.

Based on Summit Global Investments's 13F filing for Q4 2017, filed 14 Feb 2018.