Commonwealth Equity Services
SJI

Commonwealth Equity Services’s South Jersey Industries, Inc. SJI Stock Holding History

Commonwealth Equity Services’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
-65,740
Closed -$2.33M – 3914
2022
Q4 		$2.33M Sell
65,740
-15,465
-19% -$534K 0.01% 1409
2022
Q3 		$2.71M Sell
81,205
-4,690
-5% -$160K 0.01% 1230
2022
Q2 		$2.93M Sell
85,895
-18,688
-18% -$640K 0.01% 1190
2022
Q1 		$3.61M Sell
104,583
-51,496
-33% -$1.49M 0.01% 1138
2021
Q4 		$4.08M Buy
156,079
+7,829
+5% +$186K 0.01% 1041
2021
Q3 		$3.15M Buy
148,250
+14,883
+11% +$367K 0.01% 1144
2021
Q2 		$3.46M Buy
133,367
+16,857
+14% +$434K 0.01% 1067
2021
Q1 		$2.63M Buy
116,510
+30,837
+36% +$730K 0.01% 1149
2020
Q4 		$1.85M Buy
85,673
+15,888
+23% +$343K 0.01% 1276
2020
Q3 		$1.34M Buy
69,785
+6,768
+11% +$151K ﹤0.01% 1319
2020
Q2 		$1.57M Buy
63,017
+5,174
+9% +$136K 0.01% 1154
2020
Q1 		$1.45M Sell
57,843
-2,472
-4% -$72.9K 0.01% 1061
2019
Q4 		$1.99M Buy
60,315
+1,175
+2% +$37.1K 0.01% 1041
2019
Q3 		$1.95M Buy
59,140
+20,535
+53% +$670K 0.01% 991
2019
Q2 		$1.3M Sell
38,605
-423
-1% -$13.7K 0.01% 1192
2019
Q1 		$1.25M Buy
39,028
+1,188
+3% +$36K 0.01% 1158
2018
Q4 		$1.05M Buy
37,840
+2,470
+7% +$78.2K 0.01% 1176
2018
Q3 		$1.25M Buy
35,370
+1,566
+5% +$53.2K 0.01% 1176
2018
Q2 		$1.13M Sell
33,804
-4,647
-12% -$146K 0.01% 1216
2018
Q1 		$1.08M Buy
38,451
+5,563
+17% +$156K 0.01% 1208
2017
Q4 		$1.03M Buy
32,888
+1,050
+3% +$34.7K 0.01% 1214
2017
Q3 		$1.1M Buy
31,838
+2,529
+9% +$87.8K 0.01% 1135
2017
Q2 		$1M Sell
29,309
-3,666
-11% -$133K 0.01% 1137
2017
Q1 		$1.18M Buy
32,975
+11,823
+56% +$397K 0.01% 1035
2016
Q4 		$713K Buy
21,152
+6,605
+45% +$206K 0.01% 1208
2016
Q3 		$430K Sell
14,547
-387
-3% -$11.9K ﹤0.01% 1465
2016
Q2 		$472K Buy
14,934
+1,024
+7% +$29.4K ﹤0.01% 1392
2016
Q1 		$396K Sell
13,910
-291
-2% -$7.46K ﹤0.01% 1451
2015
Q4 		$334K Buy
14,201
+1,135
+9% +$27.8K ﹤0.01% 1532
2015
Q3 		$330K Buy
13,066
+658
+5% +$16.1K ﹤0.01% 1492
2015
Q2 		$307K Buy
12,408
+1,392
+13% +$36.4K ﹤0.01% 1625
2015
Q1 		$299K Sell
11,016
-848
-7% -$24.2K ﹤0.01% 1641
2014
Q4 		$350K Buy
11,864
+1,532
+15% +$43.8K ﹤0.01% 1466
2014
Q3 		$276K Sell
10,332
-1,022
-9% -$28.7K ﹤0.01% 1605
2014
Q2 		$343K Buy
11,354
+50
+0.4% +$1.43K ﹤0.01% 1449
2014
Q1 		$317K Hold
11,304
– – ﹤0.01% 1428
2013
Q4 		$316K Buy
11,304
+92
+0.8% +$2.63K ﹤0.01% 1410
2013
Q3 		$328K Buy
11,212
+46
+0.4% +$1.36K 0.01% 1314
2013
Q2 		$321K Buy
+11,166
New +$326K 0.01% 1261

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services's SJI Position: Q1 2023 in Review

Commonwealth Equity Services sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 65,740 shares — an estimated $2.33M sold.

Commonwealth Equity Services first reported a position in SJI in Q2 2013 and held it in 39 quarters. The position peaked at $4.08M in Q4 2021. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Commonwealth Equity Services reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 65,740 South Jersey Industries, Inc. shares in Q1 2023, an estimated $2.33M.
  • Commonwealth Equity Services first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 39 quarters.
  • Commonwealth Equity Services's South Jersey Industries, Inc. position peaked at $4.08M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Commonwealth Equity Services's 13F filing for Q1 2023, filed 11 May 2023.