HA
SJI

Havens Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Havens Advisors’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 		$1.81M Sell
51,000
-39,000
-43% -$1.35M 4.61% 10
2022
Q3 		$3.01M Sell
90,000
-22,000
-20% -$750K 4.5% 7
2022
Q2 		$3.82M Buy
112,000
+79,000
+239% +$2.71M 6.04% 5
2022
Q1 		$1.14M Buy
+33,000
New +$952K 2.09% 20

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Millennium Management
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Geode Capital Management
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Havens Advisors's SJI Position: Q4 2022 in Review

Havens Advisors reduced its South Jersey Industries, Inc. (SJI) stake by 43% in Q4 2022, selling an estimated $1.35M and leaving 51,000 shares worth $1.81M. The position accounts for 4.61% of the portfolio, ranked #10.

Havens Advisors first reported a position in SJI in Q1 2022 and has held it in 4 quarters since. The position peaked at $3.82M in Q2 2022. 307 funds tracked by Wall St. Rank hold SJI as of Q4 2022.

  • Havens Advisors held 51,000 shares of South Jersey Industries, Inc. worth $1.81M as of Q4 2022.
  • Havens Advisors sold 39,000 South Jersey Industries, Inc. shares in Q4 2022, an estimated $1.35M.
  • South Jersey Industries, Inc. made up 4.61% of Havens Advisors's portfolio in Q4 2022, its #10 holding.
  • Havens Advisors first reported a position in South Jersey Industries, Inc. in Q1 2022 and has held it in 4 quarters since.
  • Havens Advisors's South Jersey Industries, Inc. position peaked at $3.82M in Q2 2022.
  • 307 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2022.

Based on Havens Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.