SLF
SJI

Sun Life Financial’s South Jersey Industries, Inc. SJI Stock Holding History

Sun Life Financial’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
Q1 		– Sell
-569
Closed -$16K – 631
2018
Q4 		$16K Sell
569
-12,217
-96% -$387K ﹤0.01% 584
2018
Q3 		$451K Buy
+12,786
New +$434K 0.08% 138

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
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

Sun Life Financial's SJI Position: Q1 2019 in Review

Sun Life Financial sold out of South Jersey Industries, Inc. (SJI) in Q1 2019, closing a stake of 569 shares — an estimated $16K sold.

Sun Life Financial first reported a position in SJI in Q3 2018 and held it in 2 quarters. The position peaked at $451K in Q3 2018. 237 funds tracked by Wall St. Rank hold SJI as of Q1 2019.

  • Sun Life Financial reported no remaining South Jersey Industries, Inc. position as of Q1 2019 after selling out during the quarter.
  • Sun Life Financial sold 569 South Jersey Industries, Inc. shares in Q1 2019, an estimated $16K.
  • Sun Life Financial first reported a position in South Jersey Industries, Inc. in Q3 2018 and held it in 2 quarters.
  • Sun Life Financial's South Jersey Industries, Inc. position peaked at $451K in Q3 2018.
  • 237 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2019.

Based on Sun Life Financial's 13F filing for Q1 2019, filed 14 May 2019.