Zebra Capital Management’s South Jersey Industries, Inc. SJI Stock Holding History

Zebra Capital 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
2018 Q3	–	Sell	-13,279	Closed	-$444K	–	473
2018 Q2	$444K	Buy	+13,279	New	+$417K	0.19%	258
2016 Q3	–	Sell	-13,364	Closed	-$423K	–	279
2016 Q2	$423K	Sell	13,364 -15,871	-54%	-$455K	0.15%	236
2016 Q1	$832K	Buy	29,235 +16,578	+131%	+$425K	0.33%	143
2015 Q4	$298K	Buy	+12,657	New	+$310K	0.17%	212

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

Zebra Capital Management's SJI Position: Q3 2018 in Review

Zebra Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q3 2018, closing a stake of 13,279 shares — an estimated $444K sold.

Zebra Capital Management first reported a position in SJI in Q4 2015 and held it in 4 quarters. The position peaked at $832K in Q1 2016. 245 funds tracked by Wall St. Rank hold SJI as of Q3 2018.

Zebra Capital Management reported no remaining South Jersey Industries, Inc. position as of Q3 2018 after selling out during the quarter.
Zebra Capital Management sold 13,279 South Jersey Industries, Inc. shares in Q3 2018, an estimated $444K.
Zebra Capital Management first reported a position in South Jersey Industries, Inc. in Q4 2015 and held it in 4 quarters.
Zebra Capital Management's South Jersey Industries, Inc. position peaked at $832K in Q1 2016.
245 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2018.

Based on Zebra Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.