AIM
SJI

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

Anchor 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
2022
Q4 		– Sell
-400
Closed -$13.4K – 993
2022
Q3 		$13.4K Hold
400
– – ﹤0.01% 683
2022
Q2 		$13.7K Hold
400
– – ﹤0.01% 694
2022
Q1 		$13.8K Sell
400
-400
-50% -$11.5K ﹤0.01% 707
2021
Q4 		$20.9K Hold
800
– – ﹤0.01% 691
2021
Q3 		$17K Sell
800
-1,400
-64% -$34.5K ﹤0.01% 657
2021
Q2 		$57K Sell
2,200
-2,000
-48% -$51.5K 0.01% 519
2021
Q1 		$94.8K Hold
4,200
– – 0.01% 440
2020
Q4 		$90.5K Sell
4,200
-3,600
-46% -$77.7K 0.02% 395
2020
Q3 		$150K Hold
7,800
– – 0.03% 318
2020
Q2 		$195K Hold
7,800
– – 0.04% 268
2020
Q1 		$195K Hold
7,800
– – 0.05% 248
2019
Q4 		$257K Hold
7,800
– – 0.05% 254
2019
Q3 		$257K Hold
7,800
– – 0.06% 247
2019
Q2 		$263K Hold
7,800
– – 0.06% 247
2019
Q1 		$250K Hold
7,800
– – 0.06% 247
2018
Q4 		$217K Buy
7,800
+400
+5% +$12.7K 0.06% 258
2018
Q3 		$261K Hold
7,400
– – 0.06% 260
2018
Q2 		$248K Hold
7,400
– – 0.06% 265
2018
Q1 		$208K Hold
7,400
– – 0.05% 290
2017
Q4 		$231K Hold
7,400
– – 0.06% 260
2017
Q3 		$256K Buy
7,400
+200
+3% +$6.94K 0.07% 245
2017
Q2 		$246K Hold
7,200
– – 0.08% 223
2017
Q1 		$257K Buy
7,200
+500
+7% +$16.8K 0.09% 209
2016
Q4 		$226K Buy
6,700
+1,000
+18% +$31.2K 0.08% 215
2016
Q3 		$168K Hold
5,700
– – 0.07% 236
2016
Q2 		$180K Hold
5,700
– – 0.07% 225
2016
Q1 		$162K Buy
+5,700
New +$146K 0.07% 228

Other funds holding SJI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Anchor Investment Management's SJI Position: Q4 2022 in Review

Anchor Investment Management sold out of South Jersey Industries, Inc. (SJI) in Q4 2022, closing a stake of 400 shares — an estimated $13.4K sold.

Anchor Investment Management first reported a position in SJI in Q1 2016 and held it in 27 quarters. The position peaked at $263K in Q2 2019. 307 funds tracked by Wall St. Rank hold SJI as of Q4 2022.

  • Anchor Investment Management reported no remaining South Jersey Industries, Inc. position as of Q4 2022 after selling out during the quarter.
  • Anchor Investment Management sold 400 South Jersey Industries, Inc. shares in Q4 2022, an estimated $13.4K.
  • Anchor Investment Management first reported a position in South Jersey Industries, Inc. in Q1 2016 and held it in 27 quarters.
  • Anchor Investment Management's South Jersey Industries, Inc. position peaked at $263K in Q2 2019.
  • 307 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2022.

Based on Anchor Investment Management's 13F filing for Q4 2022, filed 2 Jan 2024.