Harbor Investment Advisory’s South Jersey Industries, Inc. SJI Stock Holding History

Harbor Investment Advisory’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 Q4	–	Sell	-558	Closed	-$19K	–	1395
2022 Q3	$19K	Hold	558	–	–	﹤0.01%	925
2022 Q2	$19K	Sell	558 -865	-61%	-$29.6K	﹤0.01%	916
2022 Q1	$49K	Sell	1,423 -1,163	-45%	-$33.5K	0.01%	762
2021 Q4	$68K	Hold	2,586	–	–	0.01%	656
2021 Q3	$55K	Hold	2,586	–	–	0.01%	723
2021 Q2	$67K	Sell	2,586 -438	-14%	-$11.3K	0.01%	625
2021 Q1	$68K	Hold	3,024	–	–	0.01%	593
2020 Q4	$65K	Buy	3,024 +899	+42%	+$19.4K	0.01%	567
2020 Q3	$41K	Buy	2,125 +1,080	+103%	+$24.2K	0.01%	559
2020 Q2	$26K	Hold	1,045	–	–	0.01%	582
2020 Q1	$26K	Buy	+1,045	New	+$30.8K	0.01%	528

Other funds holding SJI

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

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

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

Norges Bank Oslo, Norway $935B AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SGCM

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

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

Harbor Investment Advisory's SJI Position: Q4 2022 in Review

Harbor Investment Advisory sold out of South Jersey Industries, Inc. (SJI) in Q4 2022, closing a stake of 558 shares — an estimated $19K sold.

Harbor Investment Advisory first reported a position in SJI in Q1 2020 and held it in 11 quarters. The position peaked at $68K in Q4 2021. 307 funds tracked by Wall St. Rank hold SJI as of Q4 2022.

Harbor Investment Advisory reported no remaining South Jersey Industries, Inc. position as of Q4 2022 after selling out during the quarter.
Harbor Investment Advisory sold 558 South Jersey Industries, Inc. shares in Q4 2022, an estimated $19K.
Harbor Investment Advisory first reported a position in South Jersey Industries, Inc. in Q1 2020 and held it in 11 quarters.
Harbor Investment Advisory's South Jersey Industries, Inc. position peaked at $68K in Q4 2021.
307 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2022.

Based on Harbor Investment Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.