CAN
SJI

Claraphi Advisory Network’s South Jersey Industries, Inc. SJI Stock Holding History

Claraphi Advisory Network’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
Q3 		– Sell
-8,732
Closed -$226K – 368
2021
Q2 		$226K Buy
+8,732
New +$225K 0.07% 289

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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

Claraphi Advisory Network's SJI Position: Q3 2021 in Review

Claraphi Advisory Network sold out of South Jersey Industries, Inc. (SJI) in Q3 2021, closing a stake of 8,732 shares — an estimated $226K sold.

Claraphi Advisory Network first reported a position in SJI in Q2 2021 and held it in 1 quarter. The position peaked at $226K in Q2 2021. 231 funds tracked by Wall St. Rank hold SJI as of Q3 2021.

  • Claraphi Advisory Network reported no remaining South Jersey Industries, Inc. position as of Q3 2021 after selling out during the quarter.
  • Claraphi Advisory Network sold 8,732 South Jersey Industries, Inc. shares in Q3 2021, an estimated $226K.
  • Claraphi Advisory Network first reported a position in South Jersey Industries, Inc. in Q2 2021 and held it in 1 quarter.
  • Claraphi Advisory Network's South Jersey Industries, Inc. position peaked at $226K in Q2 2021.
  • 231 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2021.

Based on Claraphi Advisory Network's 13F filing for Q3 2021, filed 15 Nov 2021.