Dimensional Fund Advisors’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $47.8M | Sell |
1,428,983
-110,473
| -7% | -$3.77M | 0.02% | 1262 |
|
|
2022
Q2 | $52.6M | Buy |
1,539,456
+62,097
| +4% | +$2.13M | 0.02% | 1251 |
|
|
2022
Q1 | $51M | Buy |
1,477,359
+78,399
| +6% | +$2.26M | 0.02% | 1391 |
|
|
2021
Q4 | $36.5M | Sell |
1,398,960
-314,566
| -18% | -$7.48M | 0.01% | 1631 |
|
|
2021
Q3 | $36.4M | Buy |
1,713,526
+20,757
| +1% | +$511K | 0.01% | 1646 |
|
|
2021
Q2 | $43.9M | Buy |
1,692,769
+111,601
| +7% | +$2.88M | 0.01% | 1543 |
|
|
2021
Q1 | $35.7M | Buy |
1,581,168
+65,488
| +4% | +$1.55M | 0.01% | 1693 |
|
|
2020
Q4 | $32.7M | Sell |
1,515,680
-58,267
| -4% | -$1.26M | 0.01% | 1701 |
|
|
2020
Q3 | $30.3M | Sell |
1,573,947
-60,902
| -4% | -$1.36M | 0.01% | 1597 |
|
|
2020
Q2 | $40.9M | Sell |
1,634,849
-94,458
| -5% | -$2.49M | 0.02% | 1375 |
|
|
2020
Q1 | $43.2M | Buy |
1,729,307
+4,085
| +0.2% | +$121K | 0.02% | 1148 |
|
|
2019
Q4 | $56.9M | Sell |
1,725,222
-28,399
| -2% | -$896K | 0.02% | 1301 |
|
|
2019
Q3 | $57.7M | Buy |
1,753,621
+6,328
| +0.4% | +$207K | 0.02% | 1260 |
|
|
2019
Q2 | $58.9M | Sell |
1,747,293
-12,697
| -0.7% | -$410K | 0.02% | 1257 |
|
|
2019
Q1 | $56.4M | Buy |
1,759,990
+2,757
| +0.2% | +$83.5K | 0.02% | 1266 |
|
|
2018
Q4 | $48.9M | Buy |
1,757,233
+17,338
| +1% | +$549K | 0.02% | 1270 |
|
|
2018
Q3 | $61.4M | Buy |
1,739,895
+5,016
| +0.3% | +$170K | 0.02% | 1216 |
|
|
2018
Q2 | $58.1M | Buy |
1,734,879
+96,020
| +6% | +$3.01M | 0.02% | 1252 |
|
|
2018
Q1 | $46.2M | Buy |
1,638,859
+14,906
| +0.9% | +$419K | 0.02% | 1437 |
|
|
2017
Q4 | $50.7M | Buy |
1,623,953
+68,693
| +4% | +$2.27M | 0.02% | 1343 |
|
|
2017
Q3 | $53.7M | Buy |
1,555,260
+28,053
| +2% | +$973K | 0.02% | 1228 |
|
|
2017
Q2 | $52.2M | Buy |
1,527,207
+12,435
| +0.8% | +$451K | 0.02% | 1197 |
|
|
2017
Q1 | $54M | Buy |
1,514,772
+16,251
| +1% | +$545K | 0.03% | 1100 |
|
|
2016
Q4 | $50.5M | Buy |
1,498,521
+9,009
| +0.6% | +$281K | 0.03% | 1114 |
|
|
2016
Q3 | $44M | Buy |
1,489,512
+58,756
| +4% | +$1.8M | 0.02% | 1178 |
|
|
2016
Q2 | $45.2M | Sell |
1,430,756
-8,307
| -0.6% | -$238K | 0.03% | 1077 |
|
|
2016
Q1 | $40.9M | Buy |
1,439,063
+80,021
| +6% | +$2.05M | 0.02% | 1148 |
|
|
2015
Q4 | $32M | Buy |
1,359,042
+135,468
| +11% | +$3.32M | 0.02% | 1337 |
|
|
2015
Q3 | $30.9M | Buy |
1,223,574
+50,494
| +4% | +$1.23M | 0.02% | 1319 |
|
|
2015
Q2 | $29M | Buy |
1,173,080
+26,684
| +2% | +$698K | 0.02% | 1462 |
|
|
2015
Q1 | $31.1M | Buy |
1,146,396
+101,950
| +10% | +$2.91M | 0.02% | 1347 |
|
|
2014
Q4 | $30.8M | Buy |
1,044,446
+53,340
| +5% | +$1.52M | 0.02% | 1284 |
|
|
2014
Q3 | $26.4M | Buy |
991,106
+49,538
| +5% | +$1.39M | 0.02% | 1317 |
|
|
2014
Q2 | $28.4M | Buy |
941,568
+95,204
| +11% | +$2.71M | 0.02% | 1269 |
|
|
2014
Q1 | $23.7M | Buy |
846,364
+37,854
| +5% | +$1.04M | 0.02% | 1396 |
|
|
2013
Q4 | $22.6M | Buy |
808,510
+21,436
| +3% | +$613K | 0.02% | 1411 |
|
|
2013
Q3 | $23.1M | Buy |
787,074
+29,934
| +4% | +$883K | 0.02% | 1256 |
|
|
2013
Q2 | $21.7M | Buy |
+757,140
| New | +$22.1M | 0.02% | 1186 |
|
Other funds holding SJI
SCM
Dimensional Fund Advisors's SJI Position: Q3 2022 in Review
Dimensional Fund Advisors reduced its South Jersey Industries, Inc. (SJI) stake by 7.2% in Q3 2022, selling an estimated $3.77M and leaving 1,428,983 shares worth $47.8M. The position accounts for 0.02% of the portfolio, ranked #1262.
Dimensional Fund Advisors first reported a position in SJI in Q2 2013 and has held it in 38 quarters since. The position peaked at $61.4M in Q3 2018. 284 funds tracked by Wall St. Rank hold SJI as of Q3 2022.
- Dimensional Fund Advisors held 1,428,983 shares of South Jersey Industries, Inc. worth $47.8M as of Q3 2022.
- Dimensional Fund Advisors sold 110,473 South Jersey Industries, Inc. shares in Q3 2022, an estimated $3.77M.
- South Jersey Industries, Inc. made up 0.02% of Dimensional Fund Advisors's portfolio in Q3 2022, its #1262 holding.
- Dimensional Fund Advisors first reported a position in South Jersey Industries, Inc. in Q2 2013 and has held it in 38 quarters since.
- Dimensional Fund Advisors's South Jersey Industries, Inc. position peaked at $61.4M in Q3 2018.
- 284 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2022.
Based on Dimensional Fund Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.