Berman Capital Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Berman Capital Advisors’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
2021 Q3	$4K	Sell	194 -93	-32%	-$2.29K	﹤0.01%	1535
2021 Q2	$7K	Buy	287 +121	+73%	+$3.12K	﹤0.01%	1268
2021 Q1	$3K	Hold	166	–	–	﹤0.01%	1463
2020 Q4	$3K	Buy	+166	New	+$3.58K	﹤0.01%	1352
2020 Q3	–	Sell	-30	Closed	-$671	–	1833
2020 Q2	$0	Hold	30	–	–	﹤0.01%	1888
2020 Q1	$0	Sell	30 -121	-80%	-$3.57K	﹤0.01%	1736
2019 Q4	$4K	Hold	151	–	–	﹤0.01%	1062
2019 Q3	$4K	Hold	151	–	–	﹤0.01%	1041
2019 Q2	$5K	Hold	151	–	–	﹤0.01%	990
2019 Q1	$4K	Hold	151	–	–	﹤0.01%	954
2018 Q4	$4K	Buy	+151	New	+$4.78K	﹤0.01%	768

Other funds holding SJI

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Berman Capital Advisors's SJI Position: Q3 2021 in Review

Berman Capital Advisors reduced its South Jersey Industries, Inc. (SJI) stake by 32% in Q3 2021, selling an estimated $2.29K and leaving 194 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Berman Capital Advisors first reported a position in SJI in Q4 2018 and has held it in 11 quarters since. The position peaked at $7K in Q2 2021. 231 funds tracked by Wall St. Rank hold SJI as of Q3 2021.

Berman Capital Advisors held 194 shares of South Jersey Industries, Inc. worth $4K as of Q3 2021.
Berman Capital Advisors sold 93 South Jersey Industries, Inc. shares in Q3 2021, an estimated $2.29K.
South Jersey Industries, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1535 holding.
Berman Capital Advisors first reported a position in South Jersey Industries, Inc. in Q4 2018 and has held it in 11 quarters since.
Berman Capital Advisors's South Jersey Industries, Inc. position peaked at $7K in Q2 2021.
231 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.