Bank of America
SJI

Bank of America’s South Jersey Industries, Inc. SJI Stock Holding History

Bank of America’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
2023
Q1 		– Sell
-311,328
Closed -$11.1M – 8631
2022
Q4 		$11.1M Sell
311,328
-7,024
-2% -$243K ﹤0.01% 2596
2022
Q3 		$10.6M Buy
318,352
+173,712
+120% +$5.92M ﹤0.01% 2563
2022
Q2 		$4.94M Sell
144,640
-301,553
-68% -$10.3M ﹤0.01% 3409
2022
Q1 		$15.4M Sell
446,193
-52,836
-11% -$1.52M ﹤0.01% 2421
2021
Q4 		$13M Sell
499,029
-32,837
-6% -$780K ﹤0.01% 2655
2021
Q3 		$11.3M Sell
531,866
-22,140
-4% -$545K ﹤0.01% 2717
2021
Q2 		$14.4M Sell
554,006
-124,699
-18% -$3.21M ﹤0.01% 2453
2021
Q1 		$15.3M Buy
678,705
+374,422
+123% +$8.86M ﹤0.01% 2289
2020
Q4 		$6.56M Sell
304,283
-32,874
-10% -$710K ﹤0.01% 2888
2020
Q3 		$6.5M Sell
337,157
-33,815
-9% -$757K ﹤0.01% 2667
2020
Q2 		$9.27M Sell
370,972
-122,957
-25% -$3.24M ﹤0.01% 2283
2020
Q1 		$12.3M Buy
493,929
+73,502
+17% +$2.17M ﹤0.01% 1882
2019
Q4 		$13.9M Buy
420,427
+6,921
+2% +$218K ﹤0.01% 2232
2019
Q3 		$13.6M Sell
413,506
-109,090
-21% -$3.56M ﹤0.01% 2199
2019
Q2 		$17.6M Sell
522,596
-48,801
-9% -$1.58M ﹤0.01% 1985
2019
Q1 		$18.3M Sell
571,397
-59,952
-9% -$1.81M ﹤0.01% 1906
2018
Q4 		$17.6M Sell
631,349
-45,672
-7% -$1.45M ﹤0.01% 1778
2018
Q3 		$23.9M Sell
677,021
-9,904
-1% -$336K ﹤0.01% 1672
2018
Q2 		$23M Buy
686,925
+345,234
+101% +$10.8M ﹤0.01% 1696
2018
Q1 		$9.62M Sell
341,691
-2,333
-0.7% -$65.6K ﹤0.01% 2450
2017
Q4 		$10.7M Sell
344,024
-161,909
-32% -$5.35M ﹤0.01% 2376
2017
Q3 		$17.5M Buy
505,933
+73,162
+17% +$2.54M ﹤0.01% 1989
2017
Q2 		$14.8M Buy
432,771
+51,499
+14% +$1.87M ﹤0.01% 2008
2017
Q1 		$13.6M Buy
381,272
+97,458
+34% +$3.27M ﹤0.01% 2107
2016
Q4 		$9.56M Buy
283,814
+100,615
+55% +$3.14M ﹤0.01% 2360
2016
Q3 		$5.41M Buy
183,199
+17,617
+11% +$540K ﹤0.01% 2756
2016
Q2 		$5.24M Sell
165,582
-6,827
-4% -$196K ﹤0.01% 2768
2016
Q1 		$4.9M Buy
172,409
+7,176
+4% +$184K ﹤0.01% 2794
2015
Q4 		$3.89M Sell
165,233
-32,695
-17% -$801K ﹤0.01% 3201
2015
Q3 		$5M Buy
197,928
+69,851
+55% +$1.71M ﹤0.01% 2886
2015
Q2 		$3.17M Buy
128,077
+41,623
+48% +$1.09M ﹤0.01% 3021
2015
Q1 		$2.35M Sell
86,454
-36,760
-30% -$1.05M ﹤0.01% 3096
2014
Q4 		$3.63M Buy
123,214
+42,228
+52% +$1.21M ﹤0.01% 2848
2014
Q3 		$2.16M Buy
80,986
+28,204
+53% +$792K ﹤0.01% 3322
2014
Q2 		$1.59M Sell
52,782
-24,116
-31% -$687K ﹤0.01% 3578
2014
Q1 		$2.16M Sell
76,898
-17,272
-18% -$474K ﹤0.01% 3153
2013
Q4 		$2.63M Buy
94,170
+10,754
+13% +$307K ﹤0.01% 3053
2013
Q3 		$2.44M Buy
83,416
+7,278
+10% +$215K ﹤0.01% 3065
2013
Q2 		$2.19M Buy
+76,138
New +$2.23M ﹤0.01% 3101

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Bank of America's SJI Position: Q1 2023 in Review

Bank of America sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 311,328 shares — an estimated $11.1M sold.

Bank of America first reported a position in SJI in Q2 2013 and held it in 39 quarters. The position peaked at $23.9M in Q3 2018. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Bank of America reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Bank of America sold 311,328 South Jersey Industries, Inc. shares in Q1 2023, an estimated $11.1M.
  • Bank of America first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 39 quarters.
  • Bank of America's South Jersey Industries, Inc. position peaked at $23.9M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Bank of America's 13F filing for Q1 2023, filed 12 May 2023.