Dimensional Fund Advisors
SJI

Dimensional Fund Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Dimensional Fund Advisors’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
-1,394,943
Closed -$49.6K – 3552
2022
Q4 		$49.6K Sell
1,394,943
-34,040
-2% -$1.18M 0.01% 1313
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

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

Dimensional Fund Advisors's SJI Position: Q1 2023 in Review

Dimensional Fund Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 1,394,943 shares — an estimated $49.6K sold.

Dimensional Fund Advisors first reported a position in SJI in Q2 2013 and held it in 39 quarters. The position peaked at $61.4M in Q3 2018. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Dimensional Fund Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 1,394,943 South Jersey Industries, Inc. shares in Q1 2023, an estimated $49.6K.
  • Dimensional Fund Advisors first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 39 quarters.
  • Dimensional Fund Advisors's South Jersey Industries, Inc. position peaked at $61.4M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Dimensional Fund Advisors's 13F filing for Q1 2023, filed 12 May 2023.