AWM
SJI

AE Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History

AE Wealth 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
2022
Q3 		– Sell
-8,349
Closed -$285K – 1907
2022
Q2 		$285K Sell
8,349
-399
-5% -$13.7K ﹤0.01% 1458
2022
Q1 		$302K Buy
8,748
+495
+6% +$14.3K ﹤0.01% 1422
2021
Q4 		$216K Buy
+8,253
New +$196K ﹤0.01% 1576

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AE Wealth Management's SJI Position: Q3 2022 in Review

AE Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q3 2022, closing a stake of 8,349 shares — an estimated $285K sold.

AE Wealth Management first reported a position in SJI in Q4 2021 and held it in 3 quarters. The position peaked at $302K in Q1 2022. 284 funds tracked by Wall St. Rank hold SJI as of Q3 2022.

  • AE Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q3 2022 after selling out during the quarter.
  • AE Wealth Management sold 8,349 South Jersey Industries, Inc. shares in Q3 2022, an estimated $285K.
  • AE Wealth Management first reported a position in South Jersey Industries, Inc. in Q4 2021 and held it in 3 quarters.
  • AE Wealth Management's South Jersey Industries, Inc. position peaked at $302K in Q1 2022.
  • 284 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.