Great Valley Advisor Group’s South Jersey Industries, Inc. SJI Stock Holding History

Great Valley Advisor Group’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	-6,329	Closed	-$219K	–	731
2022 Q1	$219K	Buy	+6,329	New	+$183K	0.01%	548
2020 Q1	–	Sell	-6,660	Closed	-$220K	–	388
2019 Q4	$220K	Hold	6,660	–	–	0.05%	332
2019 Q3	$219K	Hold	6,660	–	–	0.05%	319
2019 Q2	$225K	Hold	6,660	–	–	0.06%	304
2019 Q1	$214K	Buy	+6,660	New	+$202K	0.07%	276

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

Great Valley Advisor Group's SJI Position: Q2 2022 in Review

Great Valley Advisor Group sold out of South Jersey Industries, Inc. (SJI) in Q2 2022, closing a stake of 6,329 shares — an estimated $219K sold.

Great Valley Advisor Group first reported a position in SJI in Q1 2019 and held it in 5 quarters. The position peaked at $225K in Q2 2019. 292 funds tracked by Wall St. Rank hold SJI as of Q2 2022.

Great Valley Advisor Group reported no remaining South Jersey Industries, Inc. position as of Q2 2022 after selling out during the quarter.
Great Valley Advisor Group sold 6,329 South Jersey Industries, Inc. shares in Q2 2022, an estimated $219K.
Great Valley Advisor Group first reported a position in South Jersey Industries, Inc. in Q1 2019 and held it in 5 quarters.
Great Valley Advisor Group's South Jersey Industries, Inc. position peaked at $225K in Q2 2019.
292 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2022.

Based on Great Valley Advisor Group's 13F filing for Q2 2022, filed 19 Jul 2022.