Systematic Financial Management’s South Jersey Industries, Inc. SJI Stock Holding History

Systematic Financial 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
2019 Q3	–	Sell	-6,890	Closed	-$232K	–	657
2019 Q2	$232K	Sell	6,890 -7,570	-52%	-$245K	0.01%	574
2019 Q1	$464K	Sell	14,460 -110	-0.8%	-$3.33K	0.02%	567
2018 Q4	$405K	Buy	14,570 +310	+2%	+$9.81K	0.01%	579
2018 Q3	$503K	Buy	14,260 +1,375	+11%	+$46.7K	0.01%	601
2018 Q2	$431K	Buy	+12,885	New	+$404K	0.01%	595
2016 Q1	–	Sell	-79,885	Closed	-$1.88M	–	646
2015 Q4	$1.88M	Buy	+79,885	New	+$1.96M	0.02%	337

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

Systematic Financial Management's SJI Position: Q3 2019 in Review

Systematic Financial Management sold out of South Jersey Industries, Inc. (SJI) in Q3 2019, closing a stake of 6,890 shares — an estimated $232K sold.

Systematic Financial Management first reported a position in SJI in Q4 2015 and held it in 6 quarters. The position peaked at $1.88M in Q4 2015. 229 funds tracked by Wall St. Rank hold SJI as of Q3 2019.

Systematic Financial Management reported no remaining South Jersey Industries, Inc. position as of Q3 2019 after selling out during the quarter.
Systematic Financial Management sold 6,890 South Jersey Industries, Inc. shares in Q3 2019, an estimated $232K.
Systematic Financial Management first reported a position in South Jersey Industries, Inc. in Q4 2015 and held it in 6 quarters.
Systematic Financial Management's South Jersey Industries, Inc. position peaked at $1.88M in Q4 2015.
229 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2019.

Based on Systematic Financial Management's 13F filing for Q3 2019, filed 6 Nov 2019.