FORA Capital’s South Jersey Industries, Inc. SJI Stock Holding History

FORA Capital’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 Q2	–	Sell	-24,591	Closed	-$846K	–	745
2022 Q1	$846K	Buy	+24,591	New	+$709K	0.15%	187
2021 Q4	–	Sell	-12,267	Closed	-$261K	–	503
2021 Q3	$261K	Buy	+12,267	New	+$302K	0.07%	300
2020 Q1	–	Sell	-7,827	Closed	-$258K	–	1425
2019 Q4	$258K	Buy	+7,827	New	+$247K	0.03%	562

Other funds holding SJI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SGCM

Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FORA Capital's SJI Position: Q2 2022 in Review

FORA Capital sold out of South Jersey Industries, Inc. (SJI) in Q2 2022, closing a stake of 24,591 shares — an estimated $846K sold.

FORA Capital first reported a position in SJI in Q4 2019 and held it in 3 quarters. The position peaked at $846K in Q1 2022. 292 funds tracked by Wall St. Rank hold SJI as of Q2 2022.

FORA Capital reported no remaining South Jersey Industries, Inc. position as of Q2 2022 after selling out during the quarter.
FORA Capital sold 24,591 South Jersey Industries, Inc. shares in Q2 2022, an estimated $846K.
FORA Capital first reported a position in South Jersey Industries, Inc. in Q4 2019 and held it in 3 quarters.
FORA Capital's South Jersey Industries, Inc. position peaked at $846K in Q1 2022.
292 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2022.

Based on FORA Capital's 13F filing for Q2 2022, filed 11 Aug 2022.