ClearBridge Investments’s South Jersey Industries, Inc. Corporate Units SJIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-66,815
Closed -$4.61M 759
2022
Q4
$4.61M Hold
66,815
﹤0.01% 567
2022
Q3
$4.45M Hold
66,815
﹤0.01% 575
2022
Q2
$4.54M Hold
66,815
﹤0.01% 581
2022
Q1
$4.65M Sell
66,815
-82
-0.1% -$4.96K ﹤0.01% 604
2021
Q4
$3.73M Hold
66,897
﹤0.01% 635
2021
Q3
$3.24M Hold
66,897
﹤0.01% 647
2021
Q2
$3.73M Buy
+66,897
New +$3.71M ﹤0.01% 637

ClearBridge Investments's SJIV Position: Q1 2023 in Review

ClearBridge Investments sold out of South Jersey Industries, Inc. Corporate Units (SJIV) in Q1 2023, closing a stake of 66,815 shares — an estimated $4.61M sold.

ClearBridge Investments first reported a position in SJIV in Q2 2021 and held it in 7 quarters. The position peaked at $4.65M in Q1 2022. 0 funds tracked by Wall St. Rank hold SJIV as of Q1 2023.

  • ClearBridge Investments reported no remaining South Jersey Industries, Inc. Corporate Units position as of Q1 2023 after selling out during the quarter.
  • ClearBridge Investments sold 66,815 South Jersey Industries, Inc. Corporate Units shares in Q1 2023, an estimated $4.61M.
  • ClearBridge Investments first reported a position in South Jersey Industries, Inc. Corporate Units in Q2 2021 and held it in 7 quarters.
  • ClearBridge Investments's South Jersey Industries, Inc. Corporate Units position peaked at $4.65M in Q1 2022.
  • 0 funds tracked by Wall St. Rank held South Jersey Industries, Inc. Corporate Units as of Q1 2023.

Based on ClearBridge Investments's 13F filing for Q1 2023, filed 12 May 2023.