Bank of America
SJIV

Bank of America’s South Jersey Industries, Inc. Corporate Units SJIV Stock Holding History

Bank of America’s Portfolio SJIV Stock Details SJIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-33,829
Closed -$2.25M – 8569
2022
Q3 		$2.25M Buy
33,829
+13,461
+66% +$919K ﹤0.01% 4167
2022
Q2 		$1.38M Buy
20,368
+19,176
+1,609% +$1.32M ﹤0.01% 4618
2022
Q1 		$83K Sell
1,192
-10,351
-90% -$626K ﹤0.01% 6955
2021
Q4 		$644K Sell
11,543
-4,897
-30% -$256K ﹤0.01% 5653
2021
Q3 		$797K Sell
16,440
-58,147
-78% -$3.12M ﹤0.01% 5275
2021
Q2 		$4.16M Sell
74,587
-191,115
-72% -$10.6M ﹤0.01% 3689
2021
Q1 		$13.2M Buy
+265,702
New +$13.3M ﹤0.01% 2443

Other funds holding SJIV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $6.43B AUM 16.26% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
SM
Skaana Management Brooklyn, New York $296M AUM 65.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America's SJIV Position: Q4 2022 in Review

Bank of America sold out of South Jersey Industries, Inc. Corporate Units (SJIV) in Q4 2022, closing a stake of 33,829 shares — an estimated $2.25M sold.

Bank of America first reported a position in SJIV in Q1 2021 and held it in 7 quarters. The position peaked at $13.2M in Q1 2021. 28 funds tracked by Wall St. Rank hold SJIV as of Q4 2022.

  • Bank of America reported no remaining South Jersey Industries, Inc. Corporate Units position as of Q4 2022 after selling out during the quarter.
  • Bank of America sold 33,829 South Jersey Industries, Inc. Corporate Units shares in Q4 2022, an estimated $2.25M.
  • Bank of America first reported a position in South Jersey Industries, Inc. Corporate Units in Q1 2021 and held it in 7 quarters.
  • Bank of America's South Jersey Industries, Inc. Corporate Units position peaked at $13.2M in Q1 2021.
  • 28 funds tracked by Wall St. Rank held South Jersey Industries, Inc. Corporate Units as of Q4 2022.

Based on Bank of America's 13F filing for Q4 2022, filed 10 Feb 2023.