DZ Bank
SJI

DZ Bank’s South Jersey Industries, Inc. SJI Stock Holding History

DZ Bank’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
2021
Q2 		– Sell
-102,567
Closed -$2.32M – 1007
2021
Q1 		$2.32M Sell
102,567
-110,780
-52% -$2.62M ﹤0.01% 560
2020
Q4 		$4.6M Buy
213,347
+211,522
+11,590% +$4.57M 0.01% 440
2020
Q3 		$35.2K Buy
+1,825
New +$40.9K ﹤0.01% 817

Other funds holding SJI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DZ Bank's SJI Position: Q2 2021 in Review

DZ Bank sold out of South Jersey Industries, Inc. (SJI) in Q2 2021, closing a stake of 102,567 shares — an estimated $2.32M sold.

DZ Bank first reported a position in SJI in Q3 2020 and held it in 3 quarters. The position peaked at $4.6M in Q4 2020. 218 funds tracked by Wall St. Rank hold SJI as of Q2 2021.

  • DZ Bank reported no remaining South Jersey Industries, Inc. position as of Q2 2021 after selling out during the quarter.
  • DZ Bank sold 102,567 South Jersey Industries, Inc. shares in Q2 2021, an estimated $2.32M.
  • DZ Bank first reported a position in South Jersey Industries, Inc. in Q3 2020 and held it in 3 quarters.
  • DZ Bank's South Jersey Industries, Inc. position peaked at $4.6M in Q4 2020.
  • 218 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2021.

Based on DZ Bank's 13F filing for Q2 2021, filed 16 Aug 2021.