CPO
SJI

Cerity Partners OCIO’s South Jersey Industries, Inc. SJI Stock Holding History

Cerity Partners OCIO’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
Q1 		– Sell
-35,177
Closed -$919K – 457
2021
Q4 		$919K Buy
35,177
+2,747
+8% +$65.3K 0.03% 236
2021
Q3 		$689K Buy
32,430
+197
+0.6% +$4.85K 0.02% 270
2021
Q2 		$836K Buy
32,233
+565
+2% +$14.6K 0.03% 233
2021
Q1 		$715K Buy
+31,668
New +$750K 0.03% 235
2017
Q1 		– Sell
-26,274
Closed -$885K – 262
2016
Q4 		$885K Sell
26,274
-314
-1% -$9.8K 0.08% 124
2016
Q3 		$786K Buy
26,588
+3,972
+18% +$122K 0.07% 127
2016
Q2 		$687K Buy
22,616
+3,617
+19% +$104K 0.07% 132
2016
Q1 		$541K Buy
+18,999
New +$487K 0.06% 142

Other funds holding SJI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Cerity Partners OCIO's SJI Position: Q1 2022 in Review

Cerity Partners OCIO sold out of South Jersey Industries, Inc. (SJI) in Q1 2022, closing a stake of 35,177 shares — an estimated $919K sold.

Cerity Partners OCIO first reported a position in SJI in Q1 2016 and held it in 8 quarters. The position peaked at $919K in Q4 2021. 302 funds tracked by Wall St. Rank hold SJI as of Q1 2022.

  • Cerity Partners OCIO reported no remaining South Jersey Industries, Inc. position as of Q1 2022 after selling out during the quarter.
  • Cerity Partners OCIO sold 35,177 South Jersey Industries, Inc. shares in Q1 2022, an estimated $919K.
  • Cerity Partners OCIO first reported a position in South Jersey Industries, Inc. in Q1 2016 and held it in 8 quarters.
  • Cerity Partners OCIO's South Jersey Industries, Inc. position peaked at $919K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2022.

Based on Cerity Partners OCIO's 13F filing for Q1 2022, filed 27 Apr 2022.