C.M. Bidwell & Associates’s South Jersey Industries, Inc. SJI Stock Holding History

C.M. Bidwell & Associates’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 Q2	–	Sell	-1,230	Closed	-$42K	–	584
2022 Q1	$42K	Buy	+1,230	New	+$35.5K	0.03%	302
2016 Q1	–	Sell	-6,765	Closed	-$159K	–	332
2015 Q4	$159K	Buy	+6,765	New	+$166K	0.04%	184

Other funds holding SJI

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

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

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

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

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

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

SGCM

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

Norges Bank Oslo, Norway $935B AUM

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

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

C.M. Bidwell & Associates's SJI Position: Q2 2022 in Review

C.M. Bidwell & Associates sold out of South Jersey Industries, Inc. (SJI) in Q2 2022, closing a stake of 1,230 shares — an estimated $42K sold.

C.M. Bidwell & Associates first reported a position in SJI in Q4 2015 and held it in 2 quarters. The position peaked at $159K in Q4 2015. 293 funds tracked by Wall St. Rank hold SJI as of Q2 2022.

C.M. Bidwell & Associates reported no remaining South Jersey Industries, Inc. position as of Q2 2022 after selling out during the quarter.
C.M. Bidwell & Associates sold 1,230 South Jersey Industries, Inc. shares in Q2 2022, an estimated $42K.
C.M. Bidwell & Associates first reported a position in South Jersey Industries, Inc. in Q4 2015 and held it in 2 quarters.
C.M. Bidwell & Associates's South Jersey Industries, Inc. position peaked at $159K in Q4 2015.
293 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2022, filed 12 Aug 2022.