Jefferies Group’s South Jersey Industries, Inc. SJI Stock Holding History

Jefferies 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 Q1	–	Sell	-217,500	Closed	-$5.68M	–	2078
2021 Q4	$5.68M	Buy	+217,500	New	+$5.17M	0.03%	425
2021 Q2	–	Sell	-77,657	Closed	-$1.75M	–	2117
2021 Q1	$1.75M	Buy	+77,657	New	+$1.84M	0.02%	727
2020 Q3	–	Sell	-13,200	Closed	-$330	–	1614
2020 Q2	$330	Sell	13,200 -783	-6%	-$20.6K	﹤0.01%	994
2020 Q1	$350K	Sell	13,983 -127,430	-90%	-$3.76M	﹤0.01%	1465
2019 Q4	$4.66M	Buy	141,413 +33,478	+31%	+$1.06M	0.04%	550
2019 Q3	$3.55M	Buy	107,935 +5,721	+6%	+$187K	0.03%	708
2019 Q2	$3.45M	Buy	+102,214	New	+$3.3M	0.03%	655
2019 Q1	–	Sell	-12,000	Closed	-$334K	–	2734
2018 Q4	$334K	Buy	+12,000	New	+$380K	﹤0.01%	1616
2018 Q3	–	Sell	-6,000	Closed	-$201K	–	2836
2018 Q2	$201K	Sell	6,000 -9,458	-61%	-$297K	﹤0.01%	2031
2018 Q1	$435K	Buy	+15,458	New	+$434K	﹤0.01%	1573
2015 Q3	–	Sell	-1,795	Closed	-$44K	–	3243
2015 Q2	$44K	Sell	1,795 -26,341	-94%	-$689K	﹤0.01%	2474
2015 Q1	$764K	Buy	+28,136	New	+$802K	﹤0.01%	1182
2014 Q2	–	Sell	-26,286	Closed	-$737K	–	2460
2014 Q1	$737K	Buy	+26,286	New	+$722K	0.01%	1069

Other funds holding SJI

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

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

Jefferies Group's SJI Position: Q1 2022 in Review

Jefferies Group sold out of South Jersey Industries, Inc. (SJI) in Q1 2022, closing a stake of 217,500 shares — an estimated $5.68M sold.

Jefferies Group first reported a position in SJI in Q1 2014 and held it in 13 quarters. The position peaked at $5.68M in Q4 2021. 302 funds tracked by Wall St. Rank hold SJI as of Q1 2022.

Jefferies Group reported no remaining South Jersey Industries, Inc. position as of Q1 2022 after selling out during the quarter.
Jefferies Group sold 217,500 South Jersey Industries, Inc. shares in Q1 2022, an estimated $5.68M.
Jefferies Group first reported a position in South Jersey Industries, Inc. in Q1 2014 and held it in 13 quarters.
Jefferies Group's South Jersey Industries, Inc. position peaked at $5.68M in Q4 2021.
302 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.