Cliff Asness’s South Jersey Industries, Inc. SJI Stock Holding History

Cliff Asness’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
2023 Q1	–	Sell	-38,105	Closed	-$1.35M	–	2310
2022 Q4	$1.35M	Buy	38,105 +353	+0.9%	+$12.2K	﹤0.01%	1447
2022 Q3	$1.26M	Buy	37,752 +36	+0.1%	+$1.23K	﹤0.01%	1415
2022 Q2	$1.29M	Sell	37,716 -4,844	-11%	-$166K	﹤0.01%	1308
2022 Q1	$1.47M	Buy	+42,560	New	+$1.23M	﹤0.01%	1345
2017 Q1	–	Sell	-7,007	Closed	-$236K	–	2272
2016 Q4	$236K	Sell	7,007 -4,075	-37%	-$127K	﹤0.01%	2126
2016 Q3	$327K	Buy	+11,082	New	+$339K	﹤0.01%	2060
2015 Q2	–	Sell	-10,800	Closed	-$293K	–	2276
2015 Q1	$293K	Buy	+10,800	New	+$308K	﹤0.01%	1883

Other funds holding SJI

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Cliff Asness's SJI Position: Q1 2023 in Review

Cliff Asness sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 38,105 shares — an estimated $1.35M sold.

Cliff Asness first reported a position in SJI in Q1 2015 and held it in 7 quarters. The position peaked at $1.47M in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Cliff Asness reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Cliff Asness sold 38,105 South Jersey Industries, Inc. shares in Q1 2023, an estimated $1.35M.
Cliff Asness first reported a position in South Jersey Industries, Inc. in Q1 2015 and held it in 7 quarters.
Cliff Asness's South Jersey Industries, Inc. position peaked at $1.47M in Q1 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on AQR Capital Management's 13F filing for Q1 2023, filed 15 May 2023.