Duff & Phelps Investment Management’s South Jersey Industries, Inc. SJI Stock Holding History

Duff & Phelps Investment Management’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
2022 Q1	–	Sell	-1,500,000	Closed	-$39.2M	–	220
2021 Q4	$39.2M	Hold	1,500,000	–	–	0.46%	78
2021 Q3	$31.9M	Hold	1,500,000	–	–	0.42%	83
2021 Q2	$38.9M	Hold	1,500,000	–	–	0.51%	78
2021 Q1	$33.9M	Hold	1,500,000	–	–	0.46%	81
2020 Q4	$32.3M	Hold	1,500,000	–	–	0.47%	76
2020 Q3	$28.9M	Hold	1,500,000	–	–	0.45%	75
2020 Q2	$37.5M	Hold	1,500,000	–	–	0.59%	68
2020 Q1	$37.5M	Hold	1,500,000	–	–	0.65%	59
2019 Q4	$49.5M	Hold	1,500,000	–	–	0.65%	66
2019 Q3	$49.4M	Hold	1,500,000	–	–	0.67%	69
2019 Q2	$50.6M	Hold	1,500,000	–	–	0.71%	63
2019 Q1	$48.1M	Hold	1,500,000	–	–	0.72%	61
2018 Q4	$41.7M	Hold	1,500,000	–	–	0.7%	62
2018 Q3	$52.9M	Hold	1,500,000	–	–	0.8%	55
2018 Q2	$50.2M	Hold	1,500,000	–	–	0.75%	61
2018 Q1	$42.2M	Hold	1,500,000	–	–	0.66%	66
2017 Q4	$46.8M	Hold	1,500,000	–	–	0.67%	63
2017 Q3	$51.8M	Hold	1,500,000	–	–	0.73%	61
2017 Q2	$51.3M	Sell	1,500,000 -74,575	-5%	-$2.71M	0.74%	61
2017 Q1	$56.1M	Sell	1,574,575 -30,610	-2%	-$1.03M	0.79%	51
2016 Q4	$54.1M	Sell	1,605,185 -1,560	-0.1%	-$48.7K	0.78%	56
2016 Q3	$47.5M	Buy	1,606,745 +46,745	+3%	+$1.43M	0.67%	67
2016 Q2	$49.3M	Buy	+1,560,000	New	+$44.8M	0.74%	59

Other funds holding SJI

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Duff & Phelps Investment Management's SJI Position: Q1 2022 in Review

Duff & Phelps Investment Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2022, closing a stake of 1,500,000 shares — an estimated $39.2M sold.

Duff & Phelps Investment Management first reported a position in SJI in Q2 2016 and held it in 23 quarters. The position peaked at $56.1M in Q1 2017. 302 funds tracked by Wall St. Rank hold SJI as of Q1 2022.

Duff & Phelps Investment Management reported no remaining South Jersey Industries, Inc. position as of Q1 2022 after selling out during the quarter.
Duff & Phelps Investment Management sold 1,500,000 South Jersey Industries, Inc. shares in Q1 2022, an estimated $39.2M.
Duff & Phelps Investment Management first reported a position in South Jersey Industries, Inc. in Q2 2016 and held it in 23 quarters.
Duff & Phelps Investment Management's South Jersey Industries, Inc. position peaked at $56.1M in Q1 2017.
302 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2022.

Based on Duff & Phelps Investment Management's 13F filing for Q1 2022, filed 11 May 2022.