Envestnet Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,856
| Closed | -$279K | – | 4181 |
|
|
2022
Q4 | $279K | Buy |
7,856
+344
| +5% | +$11.9K | ﹤0.01% | 3468 |
|
|
2022
Q3 | $251K | Sell |
7,512
-4,949
| -40% | -$169K | ﹤0.01% | 3464 |
|
|
2022
Q2 | $425K | Buy |
12,461
+1,137
| +10% | +$38.9K | ﹤0.01% | 3147 |
|
|
2022
Q1 | $391K | Sell |
11,324
-13,535
| -54% | -$390K | ﹤0.01% | 3278 |
|
|
2021
Q4 | $649K | Buy |
24,859
+3,371
| +16% | +$80.1K | ﹤0.01% | 2909 |
|
|
2021
Q3 | $457K | Buy |
21,488
+2,263
| +12% | +$55.7K | ﹤0.01% | 3019 |
|
|
2021
Q2 | $499K | Buy |
19,225
+1,116
| +6% | +$28.8K | ﹤0.01% | 2981 |
|
|
2021
Q1 | $409K | Buy |
18,109
+7,475
| +70% | +$177K | ﹤0.01% | 2961 |
|
|
2020
Q4 | $229K | Sell |
10,634
-229
| -2% | -$4.95K | ﹤0.01% | 3065 |
|
|
2020
Q3 | $209K | Buy |
10,863
+333
| +3% | +$7.45K | ﹤0.01% | 2900 |
|
|
2020
Q2 | $263K | Sell |
10,530
-1,233
| -10% | -$32.5K | ﹤0.01% | 2747 |
|
|
2020
Q1 | $294K | Sell |
11,763
-596
| -5% | -$17.6K | ﹤0.01% | 2559 |
|
|
2019
Q4 | $408K | Sell |
12,359
-831
| -6% | -$26.2K | ﹤0.01% | 2590 |
|
|
2019
Q3 | $434K | Sell |
13,190
-6,864
| -34% | -$224K | ﹤0.01% | 2455 |
|
|
2019
Q2 | $676K | Sell |
20,054
-5,933
| -23% | -$192K | ﹤0.01% | 2199 |
|
|
2019
Q1 | $833K | Buy |
25,987
+6,496
| +33% | +$197K | ﹤0.01% | 2009 |
|
|
2018
Q4 | $542K | Buy |
+19,491
| New | +$617K | ﹤0.01% | 2099 |
|
|
2018
Q3 | – | Sell |
-2,395
| Closed | -$80K | – | 2807 |
|
|
2018
Q2 | $80K | Buy |
2,395
+608
| +34% | +$19.1K | ﹤0.01% | 2045 |
|
|
2018
Q1 | $50K | Sell |
1,787
-549
| -24% | -$15.4K | ﹤0.01% | 2152 |
|
|
2017
Q4 | $73K | Buy |
2,336
+13
| +0.6% | +$430 | ﹤0.01% | 2209 |
|
|
2017
Q3 | $80K | Buy |
2,323
+155
| +7% | +$5.38K | ﹤0.01% | 2146 |
|
|
2017
Q2 | $74K | Sell |
2,168
-106
| -5% | -$3.85K | ﹤0.01% | 2238 |
|
|
2017
Q1 | $80K | Sell |
2,274
-471
| -17% | -$15.8K | ﹤0.01% | 2273 |
|
|
2016
Q4 | $93K | Buy |
2,745
+414
| +18% | +$12.9K | ﹤0.01% | 2215 |
|
|
2016
Q3 | $69K | Sell |
2,331
-5,087
| -69% | -$156K | ﹤0.01% | 2482 |
|
|
2016
Q2 | $235K | Buy |
7,418
+249
| +3% | +$7.14K | ﹤0.01% | 2007 |
|
|
2016
Q1 | $204K | Buy |
7,169
+148
| +2% | +$3.79K | ﹤0.01% | 2056 |
|
|
2015
Q4 | $165K | Buy |
7,021
+157
| +2% | +$3.85K | ﹤0.01% | 2142 |
|
|
2015
Q3 | $173K | Buy |
+6,864
| New | +$168K | ﹤0.01% | 2085 |
|
Other funds holding SJI
Envestnet Asset Management's SJI Position: Q1 2023 in Review
Envestnet Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 7,856 shares — an estimated $279K sold.
Envestnet Asset Management first reported a position in SJI in Q3 2015 and held it in 29 quarters. The position peaked at $833K in Q1 2019. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.
- Envestnet Asset Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
- Envestnet Asset Management sold 7,856 South Jersey Industries, Inc. shares in Q1 2023, an estimated $279K.
- Envestnet Asset Management first reported a position in South Jersey Industries, Inc. in Q3 2015 and held it in 29 quarters.
- Envestnet Asset Management's South Jersey Industries, Inc. position peaked at $833K in Q1 2019.
- 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.
Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.