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

Lido 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 Q3	–	Sell	-18,708	Closed	-$638K	–	1061
2022 Q2	$638K	Buy	+18,708	New	+$641K	0.01%	465

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

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

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

SCM

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Lido Advisors's SJI Position: Q3 2022 in Review

Lido Advisors sold out of South Jersey Industries, Inc. (SJI) in Q3 2022, closing a stake of 18,708 shares — an estimated $638K sold.

Lido Advisors first reported a position in SJI in Q2 2022 and held it in 1 quarter. The position peaked at $638K in Q2 2022. 284 funds tracked by Wall St. Rank hold SJI as of Q3 2022.

Lido Advisors reported no remaining South Jersey Industries, Inc. position as of Q3 2022 after selling out during the quarter.
Lido Advisors sold 18,708 South Jersey Industries, Inc. shares in Q3 2022, an estimated $638K.
Lido Advisors first reported a position in South Jersey Industries, Inc. in Q2 2022 and held it in 1 quarter.
Lido Advisors's South Jersey Industries, Inc. position peaked at $638K in Q2 2022.
284 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.