John Overdeck’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,020
| Closed | -$427K | – | 3346 |
|
|
2022
Q4 | $427K | Buy |
+12,020
| New | +$415K | ﹤0.01% | 2093 |
|
|
2021
Q4 | – | Sell |
-169,096
| Closed | -$4.02M | – | 5091 |
|
|
2021
Q3 | $3.6M | Sell |
169,096
-45,676
| -21% | -$1.13M | 0.01% | 1483 |
|
|
2021
Q2 | $5.57M | Buy |
214,772
+147,692
| +220% | +$3.81M | 0.01% | 1131 |
|
|
2021
Q1 | $1.51M | Buy |
+67,080
| New | +$1.59M | ﹤0.01% | 1931 |
|
|
2020
Q4 | – | Sell |
-17,050
| Closed | -$329K | – | 3891 |
|
|
2020
Q3 | $329K | Buy |
+17,050
| New | +$382K | ﹤0.01% | 2527 |
|
|
2018
Q3 | – | Sell |
-133,632
| Closed | -$4.47M | – | 3719 |
|
|
2018
Q2 | $4.47M | Buy |
133,632
+93,680
| +234% | +$2.94M | 0.01% | 1079 |
|
|
2018
Q1 | $1.13M | Buy |
39,952
+24,904
| +165% | +$700K | ﹤0.01% | 1931 |
|
|
2017
Q4 | $470K | Buy |
+15,048
| New | +$497K | ﹤0.01% | 2485 |
|
|
2017
Q2 | – | Sell |
-9,765
| Closed | -$348K | – | 3379 |
|
|
2017
Q1 | $348K | Buy |
+9,765
| New | +$328K | ﹤0.01% | 2511 |
|
|
2016
Q4 | – | Sell |
-27,512
| Closed | -$813K | – | 3612 |
|
|
2016
Q3 | $813K | Sell |
27,512
-62,725
| -70% | -$1.92M | ﹤0.01% | 2119 |
|
|
2016
Q2 | $2.85M | Buy |
90,237
+60,692
| +205% | +$1.74M | 0.01% | 1058 |
|
|
2016
Q1 | $841K | Buy |
+29,545
| New | +$757K | ﹤0.01% | 1708 |
|
|
2015
Q4 | – | Sell |
-10,015
| Closed | -$253K | – | 3072 |
|
|
2015
Q3 | $253K | Sell |
10,015
-106,950
| -91% | -$2.61M | ﹤0.01% | 1868 |
|
|
2015
Q2 | $2.89M | Sell |
116,965
-59,577
| -34% | -$1.56M | 0.01% | 992 |
|
|
2015
Q1 | $4.79M | Buy |
176,542
+113,186
| +179% | +$3.23M | 0.02% | 737 |
|
|
2014
Q4 | $1.87M | Buy |
63,356
+21,934
| +53% | +$627K | 0.01% | 1053 |
|
|
2014
Q3 | $1.1M | Buy |
+41,422
| New | +$1.16M | ﹤0.01% | 1037 |
|
|
2014
Q2 | – | Sell |
-47,712
| Closed | -$1.34M | – | 2405 |
|
|
2014
Q1 | $1.34M | Buy |
+47,712
| New | +$1.31M | 0.01% | 1086 |
|
Other funds holding SJI
John Overdeck's SJI Position: Q1 2023 in Review
John Overdeck sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 12,020 shares — an estimated $427K sold.
John Overdeck first reported a position in SJI in Q1 2014 and held it in 18 quarters. The position peaked at $5.57M in Q2 2021. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.
- John Overdeck reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
- John Overdeck sold 12,020 South Jersey Industries, Inc. shares in Q1 2023, an estimated $427K.
- John Overdeck first reported a position in South Jersey Industries, Inc. in Q1 2014 and held it in 18 quarters.
- John Overdeck's South Jersey Industries, Inc. position peaked at $5.57M in Q2 2021.
- 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.
Based on Two Sigma Investments's 13F filing for Q1 2023, filed 15 May 2023.