Boenning & Scattergood’s South Jersey Industries, Inc. SJI Stock Holding History

Boenning & Scattergood’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
2022 Q4	$1.47M	Sell	42,593 -22	-0.1%	-$760	0.24%	111
2022 Q3	$1.42M	Buy	42,615 +22	+0.1%	+$750	0.29%	89
2022 Q2	$1.45M	Hold	42,593	–	–	0.27%	93
2022 Q1	$1.47M	Buy	42,593 +21	+0%	+$606	0.24%	111
2021 Q4	$1.11M	Buy	42,572 +61	+0.1%	+$1.45K	0.18%	143
2021 Q3	$903K	Sell	42,511 -1,289	-3%	-$31.8K	0.16%	152
2021 Q2	$1.14M	Buy	43,800 +29	+0.1%	+$747	0.2%	130
2021 Q1	$988K	Buy	43,771 +1,240	+3%	+$29.3K	0.19%	137
2020 Q4	$917K	Hold	42,531	–	–	0.19%	132
2020 Q3	$820K	Hold	42,531	–	–	0.2%	131
2020 Q2	$1.06M	Hold	42,531	–	–	0.28%	85
2020 Q1	$1.06M	Sell	42,531 -500	-1%	-$14.8K	0.37%	73
2019 Q4	$1.42M	Sell	43,031 -456	-1%	-$14.4K	0.37%	69
2019 Q3	$1.43M	Buy	43,487 +4	+0%	+$131	0.41%	66
2019 Q2	$1.47M	Sell	43,483 -196	-0.4%	-$6.34K	0.43%	64
2019 Q1	$1.4M	Hold	43,679	–	–	0.42%	67
2018 Q4	$1.21M	Sell	43,679 -12	-0%	-$380	0.42%	63
2018 Q3	$1.54M	Sell	43,691 -147	-0.3%	-$4.99K	0.49%	52
2018 Q2	$1.47M	Buy	+43,838	New	+$1.38M	0.48%	59

Other funds holding SJI

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

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

Norges Bank Oslo, Norway $935B AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SGCM

Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boenning & Scattergood's SJI Position: Q4 2022 in Review

Boenning & Scattergood reduced its South Jersey Industries, Inc. (SJI) stake by 0.05% in Q4 2022, selling an estimated $760 and leaving 42,593 shares worth $1.47M. The position accounts for 0.24% of the portfolio, ranked #111.

Boenning & Scattergood first reported a position in SJI in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.54M in Q3 2018. 307 funds tracked by Wall St. Rank hold SJI as of Q4 2022.

Boenning & Scattergood held 42,593 shares of South Jersey Industries, Inc. worth $1.47M as of Q4 2022.
Boenning & Scattergood sold 22 South Jersey Industries, Inc. shares in Q4 2022, an estimated $760.
South Jersey Industries, Inc. made up 0.24% of Boenning & Scattergood's portfolio in Q4 2022, its #111 holding.
Boenning & Scattergood first reported a position in South Jersey Industries, Inc. in Q2 2018 and has held it in 19 quarters since.
Boenning & Scattergood's South Jersey Industries, Inc. position peaked at $1.54M in Q3 2018.
307 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2022.

Based on Boenning & Scattergood's 13F filing for Q4 2022, filed 26 Jan 2023.