Bank of Montreal
SJIV

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

Bank of Montreal’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
Q1 		– Sell
-300,000
Closed -$16.2M – 4355
2021
Q4 		$16.2M Hold
300,000
– – 0.01% 807
2021
Q3 		$14.9M Buy
+300,000
New +$16.1M 0.01% 1080

Other funds holding SJIV

WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $6.43B AUM 16.26% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

Bank of Montreal's SJIV Position: Q1 2022 in Review

Bank of Montreal sold out of South Jersey Industries, Inc. Corporate Units (SJIV) in Q1 2022, closing a stake of 300,000 shares — an estimated $16.2M sold.

Bank of Montreal first reported a position in SJIV in Q3 2021 and held it in 2 quarters. The position peaked at $16.2M in Q4 2021. 30 funds tracked by Wall St. Rank hold SJIV as of Q1 2022.

  • Bank of Montreal reported no remaining South Jersey Industries, Inc. Corporate Units position as of Q1 2022 after selling out during the quarter.
  • Bank of Montreal sold 300,000 South Jersey Industries, Inc. Corporate Units shares in Q1 2022, an estimated $16.2M.
  • Bank of Montreal first reported a position in South Jersey Industries, Inc. Corporate Units in Q3 2021 and held it in 2 quarters.
  • Bank of Montreal's South Jersey Industries, Inc. Corporate Units position peaked at $16.2M in Q4 2021.
  • 30 funds tracked by Wall St. Rank held South Jersey Industries, Inc. Corporate Units as of Q1 2022.

Based on Bank of Montreal's 13F filing for Q1 2022, filed 12 May 2022.