AA
SJI

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

Ancora Advisors’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
Q3 		– Sell
-30,954
Closed -$803K – 2333
2021
Q2 		$803K Sell
30,954
-19,882
-39% -$512K 0.02% 438
2021
Q1 		$1.15M Sell
50,836
-6,990
-12% -$165K 0.03% 357
2020
Q4 		$1.25M Buy
57,826
+20,420
+55% +$441K 0.04% 320
2020
Q3 		$721K Buy
37,406
+19,210
+106% +$430K 0.03% 372
2020
Q2 		$455K Sell
18,196
-72,856
-80% -$1.92M 0.02% 440
2020
Q1 		$2.28M Sell
91,052
-2,610
-3% -$77K 0.11% 202
2019
Q4 		$3.09M Sell
93,662
-25,518
-21% -$805K 0.11% 190
2019
Q3 		$3.92M Sell
119,180
-111,697
-48% -$3.65M 0.17% 153
2019
Q2 		$11.2M Buy
230,877
+5,349
+2% +$173K 0.5% 67
2019
Q1 		$10.5M Sell
225,528
-70,338
-24% -$2.13M 0.48% 65
2018
Q4 		$10.8M Buy
295,866
+6,285
+2% +$199K 0.52% 61
2018
Q3 		$10.2M Buy
289,581
+20,701
+8% +$703K 0.39% 84
2018
Q2 		$9M Buy
268,880
+28,464
+12% +$893K 0.39% 87
2018
Q1 		$6.77M Buy
240,416
+62,469
+35% +$1.76M 0.3% 109
2017
Q4 		$5.56M Buy
177,947
+36,966
+26% +$1.22M 0.3% 107
2017
Q3 		$4.87M Buy
140,981
+15,243
+12% +$529K 0.28% 112
2017
Q2 		$4.3M Sell
125,738
-33,443
-21% -$1.21M 0.28% 119
2017
Q1 		$5.67M Sell
159,181
-3,310
-2% -$111K 0.38% 67
2016
Q4 		$5.47M Buy
162,491
+52,578
+48% +$1.64M 0.4% 53
2016
Q3 		$3.25M Buy
109,913
+24,128
+28% +$739K 0.33% 91
2016
Q2 		$2.71M Sell
85,785
-1,037
-1% -$29.7K 0.32% 89
2016
Q1 		$2.47M Buy
86,822
+3,129
+4% +$80.2K 0.3% 88
2015
Q4 		$1.97M Buy
83,693
+1,836
+2% +$45K 0.25% 110
2015
Q3 		$2.07M Buy
81,857
+12,557
+18% +$307K 0.27% 102
2015
Q2 		$1.71M Buy
+69,300
New +$1.81M 0.2% 136
2015
Q1 		– Sell
-33,200
Closed -$947K – 226
2014
Q4 		$978K Hold
33,200
– – 0.12% 210
2014
Q3 		$886K Buy
+33,200
New +$933K 0.11% 215

Other funds holding SJI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ancora Advisors's SJI Position: Q3 2021 in Review

Ancora Advisors sold out of South Jersey Industries, Inc. (SJI) in Q3 2021, closing a stake of 30,954 shares — an estimated $803K sold.

Ancora Advisors first reported a position in SJI in Q3 2014 and held it in 27 quarters. The position peaked at $11.2M in Q2 2019. 230 funds tracked by Wall St. Rank hold SJI as of Q3 2021.

  • Ancora Advisors reported no remaining South Jersey Industries, Inc. position as of Q3 2021 after selling out during the quarter.
  • Ancora Advisors sold 30,954 South Jersey Industries, Inc. shares in Q3 2021, an estimated $803K.
  • Ancora Advisors first reported a position in South Jersey Industries, Inc. in Q3 2014 and held it in 27 quarters.
  • Ancora Advisors's South Jersey Industries, Inc. position peaked at $11.2M in Q2 2019.
  • 230 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2021.

Based on Ancora Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.