6 Meridian’s South Jersey Industries, Inc. SJI Stock Holding History

6 Meridian’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
2021 Q4	$226K	Buy	+8,654	New	+$206K	0.02%	335
2020 Q3	–	Sell	-11,965	Closed	-$299K	–	408
2020 Q2	$299K	Sell	11,965 -19,005	-61%	-$501K	0.03%	214
2020 Q1	$774K	Buy	30,970 +13,088	+73%	+$386K	0.08%	141
2019 Q4	$590K	Buy	17,882 +720	+4%	+$22.7K	0.05%	266
2019 Q3	$565K	Sell	17,162 -6,182	-26%	-$202K	0.06%	271
2019 Q2	$787K	Buy	23,344 +442	+2%	+$14.3K	0.08%	137
2019 Q1	$734K	Buy	22,902 +1,945	+9%	+$58.9K	0.07%	139
2018 Q4	$583K	Sell	20,957 -224	-1%	-$7.09K	0.07%	163
2018 Q3	$747K	Sell	21,181 -278	-1%	-$9.44K	0.08%	141
2018 Q2	$718K	Sell	21,459 -316	-1%	-$9.91K	0.08%	148
2018 Q1	$613K	Buy	21,775 +4,304	+25%	+$121K	0.07%	163
2017 Q4	$546K	Buy	+17,471	New	+$577K	0.06%	196

Other funds holding SJI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

6 Meridian's SJI Position: Q4 2021 in Review

6 Meridian opened a new position in South Jersey Industries, Inc. (SJI) in Q4 2021: 8,654 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #335 among its holdings. This is a return to the name: 6 Meridian previously reported a position in SJI as recently as Q2 2020.

6 Meridian first reported a position in SJI in Q4 2017 and has held it in 12 quarters since. The position peaked at $787K in Q2 2019. 250 funds tracked by Wall St. Rank hold SJI as of Q4 2021.

6 Meridian held 8,654 shares of South Jersey Industries, Inc. worth $226K as of Q4 2021.
South Jersey Industries, Inc. was a new 6 Meridian position in Q4 2021.
South Jersey Industries, Inc. made up 0.02% of 6 Meridian's portfolio in Q4 2021, its #335 holding.
6 Meridian first reported a position in South Jersey Industries, Inc. in Q4 2017 and has held it in 12 quarters since.
6 Meridian's South Jersey Industries, Inc. position peaked at $787K in Q2 2019.
250 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.