Gemmer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-287
| Closed | -$9K | – | 1244 |
|
|
2022
Q1 | $9K | Hold |
287
| – | – | ﹤0.01% | 768 |
|
|
2021
Q4 | $7K | Hold |
287
| – | – | ﹤0.01% | 899 |
|
|
2021
Q3 | $6K | Hold |
287
| – | – | ﹤0.01% | 920 |
|
|
2021
Q2 | $7K | Hold |
287
| – | – | ﹤0.01% | 984 |
|
|
2021
Q1 | $6K | Hold |
287
| – | – | ﹤0.01% | 1019 |
|
|
2020
Q4 | $6K | Hold |
287
| – | – | ﹤0.01% | 936 |
|
|
2020
Q3 | $6K | Buy |
287
+121
| +73% | +$2.71K | ﹤0.01% | 825 |
|
|
2020
Q2 | $4K | Hold |
166
| – | – | ﹤0.01% | 995 |
|
|
2020
Q1 | $4K | Sell |
166
-37
| -18% | -$1.09K | ﹤0.01% | 888 |
|
|
2019
Q4 | $7K | Hold |
203
| – | – | ﹤0.01% | 836 |
|
|
2019
Q3 | $7K | Hold |
203
| – | – | ﹤0.01% | 841 |
|
|
2019
Q2 | $7K | Sell |
203
-760
| -79% | -$24.6K | ﹤0.01% | 840 |
|
|
2019
Q1 | $31K | Hold |
963
| – | – | 0.01% | 283 |
|
|
2018
Q4 | $27K | Hold |
963
| – | – | 0.01% | 269 |
|
|
2018
Q3 | $34K | Hold |
963
| – | – | 0.01% | 251 |
|
|
2018
Q2 | $32K | Hold |
963
| – | – | 0.01% | 265 |
|
|
2018
Q1 | $27K | Hold |
963
| – | – | 0.01% | 312 |
|
|
2017
Q4 | $30K | Hold |
963
| – | – | 0.01% | 295 |
|
|
2017
Q3 | $33K | Hold |
963
| – | – | 0.01% | 238 |
|
|
2017
Q2 | $33K | Hold |
963
| – | – | 0.01% | 239 |
|
|
2017
Q1 | $34K | Hold |
963
| – | – | 0.02% | 218 |
|
|
2016
Q4 | $32K | Buy |
963
+6
| +0.6% | +$187 | 0.02% | 219 |
|
|
2016
Q3 | $28K | Hold |
957
| – | – | 0.01% | 250 |
|
|
2016
Q2 | $30K | Hold |
957
| – | – | 0.02% | 220 |
|
|
2016
Q1 | $27K | Hold |
957
| – | – | 0.02% | 240 |
|
|
2015
Q4 | $23K | Buy |
957
+31
| +3% | +$759 | 0.01% | 271 |
|
|
2015
Q3 | $23K | Hold |
926
| – | – | 0.01% | 286 |
|
|
2015
Q2 | $23K | Hold |
926
| – | – | 0.01% | 293 |
|
|
2015
Q1 | $25K | Sell |
926
-94
| -9% | -$2.68K | 0.02% | 300 |
|
|
2014
Q4 | $30K | Hold |
1,020
| – | – | 0.02% | 241 |
|
|
2014
Q3 | $27K | Hold |
1,020
| – | – | 0.02% | 250 |
|
|
2014
Q2 | $31K | Hold |
1,020
| – | – | 0.02% | 225 |
|
|
2014
Q1 | $29K | Buy |
+1,020
| New | +$28K | 0.02% | 237 |
|
Other funds holding SJI
SGCM
Gemmer Asset Management's SJI Position: Q2 2022 in Review
Gemmer Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q2 2022, closing a stake of 287 shares — an estimated $9K sold.
Gemmer Asset Management first reported a position in SJI in Q1 2014 and held it in 33 quarters. The position peaked at $34K in Q3 2018. 292 funds tracked by Wall St. Rank hold SJI as of Q2 2022.
- Gemmer Asset Management reported no remaining South Jersey Industries, Inc. position as of Q2 2022 after selling out during the quarter.
- Gemmer Asset Management sold 287 South Jersey Industries, Inc. shares in Q2 2022, an estimated $9K.
- Gemmer Asset Management first reported a position in South Jersey Industries, Inc. in Q1 2014 and held it in 33 quarters.
- Gemmer Asset Management's South Jersey Industries, Inc. position peaked at $34K in Q3 2018.
- 292 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2022.
Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.