AAM
SJI

Advisors Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History

Advisors Asset 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
2023
Q1 		– Sell
-152,569
Closed -$5.42M – 1515
2022
Q4 		$5.42M Sell
152,569
-99,369
-39% -$3.43M 0.11% 207
2022
Q3 		$8.42M Sell
251,938
-101,953
-29% -$3.48M 0.18% 122
2022
Q2 		$12.1M Sell
353,891
-7,776
-2% -$266K 0.23% 86
2022
Q1 		$12.5M Sell
361,667
-57,172
-14% -$1.65M 0.19% 106
2021
Q4 		$10.9M Buy
418,839
+23,074
+6% +$548K 0.16% 132
2021
Q3 		$8.41M Buy
395,765
+98,325
+33% +$2.42M 0.13% 161
2021
Q2 		$7.71M Buy
297,440
+31,852
+12% +$821K 0.11% 178
2021
Q1 		$6M Buy
265,588
+51,274
+24% +$1.21M 0.09% 220
2020
Q4 		$4.62M Buy
214,314
+102,453
+92% +$2.21M 0.08% 262
2020
Q3 		$2.16M Buy
111,861
+45,115
+68% +$1.01M 0.04% 436
2020
Q2 		$1.67M Buy
66,746
+17,483
+35% +$461K 0.03% 525
2020
Q1 		$1.23M Buy
+49,263
New +$1.45M 0.03% 561

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Advisors Asset Management's SJI Position: Q1 2023 in Review

Advisors Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 152,569 shares — an estimated $5.42M sold.

Advisors Asset Management first reported a position in SJI in Q1 2020 and held it in 12 quarters. The position peaked at $12.5M in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Advisors Asset Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Advisors Asset Management sold 152,569 South Jersey Industries, Inc. shares in Q1 2023, an estimated $5.42M.
  • Advisors Asset Management first reported a position in South Jersey Industries, Inc. in Q1 2020 and held it in 12 quarters.
  • Advisors Asset Management's South Jersey Industries, Inc. position peaked at $12.5M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Advisors Asset Management's 13F filing for Q1 2023, filed 12 May 2023.