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

Herold 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 Q2	–	Sell	-500	Closed	-$17.3K	–	718
2022 Q1	$17.3K	Buy	+500	New	+$14.4K	0.01%	531

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

Herold Advisors's SJI Position: Q2 2022 in Review

Herold Advisors sold out of South Jersey Industries, Inc. (SJI) in Q2 2022, closing a stake of 500 shares — an estimated $17.3K sold.

Herold Advisors first reported a position in SJI in Q1 2022 and held it in 1 quarter. The position peaked at $17.3K in Q1 2022. 292 funds tracked by Wall St. Rank hold SJI as of Q2 2022.

Herold Advisors reported no remaining South Jersey Industries, Inc. position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 500 South Jersey Industries, Inc. shares in Q2 2022, an estimated $17.3K.
Herold Advisors first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 1 quarter.
Herold Advisors's South Jersey Industries, Inc. position peaked at $17.3K in Q1 2022.
292 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.