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

William Blair 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
2020 Q1	–	Sell	-364,777	Closed	-$12M	–	389
2019 Q4	$12M	Sell	364,777 -149,746	-29%	-$4.72M	0.05%	262
2019 Q3	$16.9M	Buy	514,523 +65,593	+15%	+$2.14M	0.07%	229
2019 Q2	$15.1M	Sell	448,930 -779	-0.2%	-$25.2K	0.06%	263
2019 Q1	$14.4M	Sell	449,709 -143,250	-24%	-$4.34M	0.06%	275
2018 Q4	$16.5M	Buy	592,959 +90,667	+18%	+$2.87M	0.08%	228
2018 Q3	$17.7M	Buy	+502,292	New	+$17.1M	0.06%	267
2015 Q4	–	Sell	-452,856	Closed	-$11.4M	–	475
2015 Q3	$11.4M	Buy	+452,856	New	+$11.1M	0.02%	652

Other funds holding SJI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

William Blair Investment Management's SJI Position: Q1 2020 in Review

William Blair Investment Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2020, closing a stake of 364,777 shares — an estimated $12M sold.

William Blair Investment Management first reported a position in SJI in Q3 2015 and held it in 7 quarters. The position peaked at $17.7M in Q3 2018. 224 funds tracked by Wall St. Rank hold SJI as of Q1 2020.

William Blair Investment Management reported no remaining South Jersey Industries, Inc. position as of Q1 2020 after selling out during the quarter.
William Blair Investment Management sold 364,777 South Jersey Industries, Inc. shares in Q1 2020, an estimated $12M.
William Blair Investment Management first reported a position in South Jersey Industries, Inc. in Q3 2015 and held it in 7 quarters.
William Blair Investment Management's South Jersey Industries, Inc. position peaked at $17.7M in Q3 2018.
224 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2020.

Based on William Blair Investment Management's 13F filing for Q1 2020, filed 8 May 2020.