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

Bailard’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 Q2	–	Sell	-7,900	Closed	-$273K	–	839
2022 Q1	$273K	Hold	7,900	–	–	0.01%	569
2021 Q4	$206K	Buy	+7,900	New	+$188K	0.01%	684

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

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

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

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

SGCM

Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bailard's SJI Position: Q2 2022 in Review

Bailard sold out of South Jersey Industries, Inc. (SJI) in Q2 2022, closing a stake of 7,900 shares — an estimated $273K sold.

Bailard first reported a position in SJI in Q4 2021 and held it in 2 quarters. The position peaked at $273K in Q1 2022. 292 funds tracked by Wall St. Rank hold SJI as of Q2 2022.

Bailard reported no remaining South Jersey Industries, Inc. position as of Q2 2022 after selling out during the quarter.
Bailard sold 7,900 South Jersey Industries, Inc. shares in Q2 2022, an estimated $273K.
Bailard first reported a position in South Jersey Industries, Inc. in Q4 2021 and held it in 2 quarters.
Bailard's South Jersey Industries, Inc. position peaked at $273K in Q1 2022.
292 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2022.

Based on Bailard's 13F filing for Q2 2022, filed 27 Jul 2022.