Fidelity Investments
SJI

Fidelity Investments’s South Jersey Industries, Inc. SJI Stock Holding History

Fidelity Investments’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
-14,656
Closed -$521K – 5654
2022
Q4 		$521K Sell
14,656
-2,310
-14% -$79.8K ﹤0.01% 2706
2022
Q3 		$567K Sell
16,966
-1,483,193
-99% -$50.6M ﹤0.01% 2752
2022
Q2 		$51.2M Sell
1,500,159
-36,494
-2% -$1.25M 0.01% 1250
2022
Q1 		$53.1M Sell
1,536,653
-229,980
-13% -$6.63M ﹤0.01% 1370
2021
Q4 		$46.1M Sell
1,766,633
-1,859
-0.1% -$44.2K ﹤0.01% 1455
2021
Q3 		$37.6M Sell
1,768,492
-565,616
-24% -$13.9M ﹤0.01% 1541
2021
Q2 		$60.5M Sell
2,334,108
-1,248,090
-35% -$32.2M ﹤0.01% 1347
2021
Q1 		$80.9M Buy
3,582,198
+1,673,558
+88% +$39.6M 0.01% 1160
2020
Q4 		$41.1M Sell
1,908,640
-106,472
-5% -$2.3M ﹤0.01% 1397
2020
Q3 		$38.8M Sell
2,015,112
-239,568
-11% -$5.36M ﹤0.01% 1294
2020
Q2 		$56.3M Sell
2,254,680
-39,894
-2% -$1.05M 0.01% 1114
2020
Q1 		$57.4M Sell
2,294,574
-615,119
-21% -$18.2M 0.01% 986
2019
Q4 		$96M Sell
2,909,693
-749,993
-20% -$23.7M 0.01% 928
2019
Q3 		$120M Sell
3,659,686
-249,915
-6% -$8.16M 0.01% 810
2019
Q2 		$132M Sell
3,909,601
-634,357
-14% -$20.5M 0.02% 807
2019
Q1 		$146M Buy
4,543,958
+1,003,949
+28% +$30.4M 0.02% 758
2018
Q4 		$98.4M Sell
3,540,009
-125,418
-3% -$3.97M 0.01% 855
2018
Q3 		$129M Sell
3,665,427
-60,030
-2% -$2.04M 0.01% 836
2018
Q2 		$125M Buy
3,725,457
+1,655,127
+80% +$51.9M 0.01% 846
2018
Q1 		$58.3M Sell
2,070,330
-574,156
-22% -$16.1M 0.01% 1225
2017
Q4 		$82.6M Buy
2,644,486
+217,490
+9% +$7.19M 0.01% 1083
2017
Q3 		$83.8M Sell
2,426,996
-361,694
-13% -$12.6M 0.01% 1053
2017
Q2 		$95.3M Buy
2,788,690
+32,857
+1% +$1.19M 0.01% 1009
2017
Q1 		$98.2M Sell
2,755,833
-251,223
-8% -$8.43M 0.01% 1004
2016
Q4 		$101M Sell
3,007,056
-609,934
-17% -$19M 0.01% 984
2016
Q3 		$107M Sell
3,616,990
-103,911
-3% -$3.18M 0.01% 936
2016
Q2 		$118M Buy
3,720,901
+1,474,316
+66% +$42.3M 0.02% 903
2016
Q1 		$63.9M Buy
2,246,585
+695,987
+45% +$17.8M 0.01% 1146
2015
Q4 		$36.5M Buy
1,550,598
+246,314
+19% +$6.03M ﹤0.01% 1386
2015
Q3 		$32.9M Buy
1,304,284
+175,174
+16% +$4.28M ﹤0.01% 1429
2015
Q2 		$27.9M Buy
1,129,110
+23,674
+2% +$619K ﹤0.01% 1596
2015
Q1 		$30M Sell
1,105,436
-384,224
-26% -$11M ﹤0.01% 1573
2014
Q4 		$43.9M Buy
1,489,660
+20,320
+1% +$581K 0.01% 1385
2014
Q3 		$39.2M Buy
1,469,340
+915,620
+165% +$25.7M 0.01% 1417
2014
Q2 		$16.7M Buy
553,720
+54,660
+11% +$1.56M ﹤0.01% 1882
2014
Q1 		$14M Sell
499,060
-26,180
-5% -$719K ﹤0.01% 1911
2013
Q4 		$14.7M Buy
525,240
+112,660
+27% +$3.22M ﹤0.01% 1833
2013
Q3 		$12.1M Sell
412,580
-680
-0.2% -$20.1K ﹤0.01% 1894
2013
Q2 		$11.9M Buy
+413,260
New +$12.1M ﹤0.01% 1889

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Fidelity Investments's SJI Position: Q1 2023 in Review

Fidelity Investments sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 14,656 shares — an estimated $521K sold.

Fidelity Investments first reported a position in SJI in Q2 2013 and held it in 39 quarters. The position peaked at $146M in Q1 2019. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Fidelity Investments reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Fidelity Investments sold 14,656 South Jersey Industries, Inc. shares in Q1 2023, an estimated $521K.
  • Fidelity Investments first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 39 quarters.
  • Fidelity Investments's South Jersey Industries, Inc. position peaked at $146M in Q1 2019.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Fidelity Investments's 13F filing for Q1 2023, filed 11 May 2023.