Baird Financial Group’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-62,619
| Closed | -$2.23M | – | 1784 |
|
|
2022
Q4 | $2.23M | Sell |
62,619
-1,358
| -2% | -$46.9K | 0.01% | 844 |
|
|
2022
Q3 | $2.14M | Sell |
63,977
-85
| -0.1% | -$2.9K | 0.01% | 815 |
|
|
2022
Q2 | $2.19M | Sell |
64,062
-1,215
| -2% | -$41.6K | 0.01% | 816 |
|
|
2022
Q1 | $2.26M | Sell |
65,277
-69,347
| -52% | -$2M | 0.01% | 853 |
|
|
2021
Q4 | $3.52M | Buy |
134,624
+5,753
| +4% | +$137K | 0.01% | 728 |
|
|
2021
Q3 | $2.74M | Buy |
128,871
+31,255
| +32% | +$770K | 0.01% | 810 |
|
|
2021
Q2 | $2.53M | Buy |
97,616
+63,751
| +188% | +$1.64M | 0.01% | 817 |
|
|
2021
Q1 | $765K | Buy |
33,865
+4,521
| +15% | +$107K | ﹤0.01% | 1233 |
|
|
2020
Q4 | $632K | Buy |
29,344
+4,185
| +17% | +$90.4K | ﹤0.01% | 1165 |
|
|
2020
Q3 | $485K | Buy |
25,159
+2,435
| +11% | +$54.5K | ﹤0.01% | 1161 |
|
|
2020
Q2 | $568K | Buy |
22,724
+13,741
| +153% | +$362K | ﹤0.01% | 1113 |
|
|
2020
Q1 | $225K | Sell |
8,983
-68,790
| -88% | -$2.03M | ﹤0.01% | 1307 |
|
|
2019
Q4 | $2.56M | Sell |
77,773
-4,425
| -5% | -$140K | 0.01% | 706 |
|
|
2019
Q3 | $2.71M | Buy |
82,198
+1,493
| +2% | +$48.7K | 0.01% | 690 |
|
|
2019
Q2 | $2.72M | Buy |
80,705
+1,092
| +1% | +$35.3K | 0.01% | 701 |
|
|
2019
Q1 | $2.55M | Buy |
79,613
+72,349
| +996% | +$2.19M | 0.01% | 594 |
|
|
2018
Q4 | $202K | Sell |
7,264
-13,275
| -65% | -$420K | ﹤0.01% | 1216 |
|
|
2018
Q3 | $711K | Sell |
20,539
-711
| -3% | -$24.1K | ﹤0.01% | 941 |
|
|
2018
Q2 | $711K | Buy |
21,250
+12,474
| +142% | +$391K | ﹤0.01% | 919 |
|
|
2018
Q1 | $247K | Buy |
+8,776
| New | +$247K | ﹤0.01% | 1168 |
|
|
2017
Q2 | – | Sell |
-80,553
| Closed | -$2.87M | – | 1266 |
|
|
2017
Q1 | $2.87M | Sell |
80,553
-5,699
| -7% | -$191K | 0.02% | 511 |
|
|
2016
Q4 | $2.91M | Sell |
86,252
-72,206
| -46% | -$2.25M | 0.03% | 485 |
|
|
2016
Q3 | $4.68M | Buy |
158,458
+1,052
| +0.7% | +$32.2K | 0.04% | 383 |
|
|
2016
Q2 | $4.98M | Sell |
157,406
-16,909
| -10% | -$485K | 0.05% | 359 |
|
|
2016
Q1 | $4.96M | Sell |
174,315
-23,384
| -12% | -$599K | 0.05% | 353 |
|
|
2015
Q4 | $4.65M | Buy |
197,699
+57,990
| +42% | +$1.42M | 0.05% | 353 |
|
|
2015
Q3 | $3.53M | Buy |
139,709
+63,770
| +84% | +$1.56M | 0.04% | 398 |
|
|
2015
Q2 | $1.88M | Buy |
+75,939
| New | +$1.99M | 0.02% | 573 |
|
Other funds holding SJI
Baird Financial Group's SJI Position: Q1 2023 in Review
Baird Financial Group sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 62,619 shares — an estimated $2.23M sold.
Baird Financial Group first reported a position in SJI in Q2 2015 and held it in 28 quarters. The position peaked at $4.98M in Q2 2016. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.
- Baird Financial Group reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
- Baird Financial Group sold 62,619 South Jersey Industries, Inc. shares in Q1 2023, an estimated $2.23M.
- Baird Financial Group first reported a position in South Jersey Industries, Inc. in Q2 2015 and held it in 28 quarters.
- Baird Financial Group's South Jersey Industries, Inc. position peaked at $4.98M in Q2 2016.
- 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.
Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.