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

Catalyst 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 Q4	–	Sell	-15,343	Closed	-$326K	–	432
2021 Q3	$326K	Hold	15,343	–	–	0.02%	208
2021 Q2	$398K	Buy	15,343 +900	+6%	+$23.2K	0.02%	202
2021 Q1	$326K	Buy	14,443 +300	+2%	+$7.1K	0.02%	204
2020 Q4	$305K	Sell	14,143 -21,987	-61%	-$475K	0.02%	209
2020 Q3	$696K	Hold	36,130	–	–	0.04%	159
2020 Q2	$903K	Buy	36,130 +1,931	+6%	+$50.9K	0.05%	151
2020 Q1	$855K	Buy	34,199 +10,915	+47%	+$322K	0.04%	134
2019 Q4	$768K	Buy	23,284 +8,184	+54%	+$258K	0.02%	134
2019 Q3	$497K	Buy	+15,100	New	+$493K	0.02%	176

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Catalyst Capital Advisors's SJI Position: Q4 2021 in Review

Catalyst Capital Advisors sold out of South Jersey Industries, Inc. (SJI) in Q4 2021, closing a stake of 15,343 shares — an estimated $326K sold.

Catalyst Capital Advisors first reported a position in SJI in Q3 2019 and held it in 9 quarters. The position peaked at $903K in Q2 2020. 250 funds tracked by Wall St. Rank hold SJI as of Q4 2021.

Catalyst Capital Advisors reported no remaining South Jersey Industries, Inc. position as of Q4 2021 after selling out during the quarter.
Catalyst Capital Advisors sold 15,343 South Jersey Industries, Inc. shares in Q4 2021, an estimated $326K.
Catalyst Capital Advisors first reported a position in South Jersey Industries, Inc. in Q3 2019 and held it in 9 quarters.
Catalyst Capital Advisors's South Jersey Industries, Inc. position peaked at $903K in Q2 2020.
250 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2021.

Based on Catalyst Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.