BC
SJI

Burney Company’s South Jersey Industries, Inc. SJI Stock Holding History

Burney Company’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
Q3 		– Sell
-6,514
Closed -$222K – 572
2022
Q2 		$222K Sell
6,514
-6,764
-51% -$232K 0.01% 511
2022
Q1 		$459K Sell
13,278
-7,002
-35% -$202K 0.02% 428
2021
Q4 		$530K Sell
20,280
-28,840
-59% -$685K 0.02% 414
2021
Q3 		$1.04M Sell
49,120
-256,726
-84% -$6.32M 0.05% 302
2021
Q2 		$7.93M Buy
305,846
+204,584
+202% +$5.27M 0.37% 80
2021
Q1 		$2.29M Buy
101,262
+70,896
+233% +$1.68M 0.11% 204
2020
Q4 		$654K Buy
+30,366
New +$656K 0.04% 339

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Burney Company's SJI Position: Q3 2022 in Review

Burney Company sold out of South Jersey Industries, Inc. (SJI) in Q3 2022, closing a stake of 6,514 shares — an estimated $222K sold.

Burney Company first reported a position in SJI in Q4 2020 and held it in 7 quarters. The position peaked at $7.93M in Q2 2021. 284 funds tracked by Wall St. Rank hold SJI as of Q3 2022.

  • Burney Company reported no remaining South Jersey Industries, Inc. position as of Q3 2022 after selling out during the quarter.
  • Burney Company sold 6,514 South Jersey Industries, Inc. shares in Q3 2022, an estimated $222K.
  • Burney Company first reported a position in South Jersey Industries, Inc. in Q4 2020 and held it in 7 quarters.
  • Burney Company's South Jersey Industries, Inc. position peaked at $7.93M in Q2 2021.
  • 284 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2022.

Based on Burney Company's 13F filing for Q3 2022, filed 15 Nov 2022.