MFS
SJI

Mirabella Financial Services’s South Jersey Industries, Inc. SJI Stock Holding History

Mirabella Financial Services’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
2021
Q2 		– Sell
-108,240
Closed -$2.44M – 431
2021
Q1 		$2.44M Buy
+108,240
New +$2.56M 0.76% 39
2020
Q4 		– Sell
-219,429
Closed -$4.23M – 524
2020
Q3 		$4.23M Buy
+219,429
New +$4.91M 0.58% 22

Other funds holding SJI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirabella Financial Services's SJI Position: Q2 2021 in Review

Mirabella Financial Services sold out of South Jersey Industries, Inc. (SJI) in Q2 2021, closing a stake of 108,240 shares — an estimated $2.44M sold.

Mirabella Financial Services first reported a position in SJI in Q3 2020 and held it in 2 quarters. The position peaked at $4.23M in Q3 2020. 218 funds tracked by Wall St. Rank hold SJI as of Q2 2021.

  • Mirabella Financial Services reported no remaining South Jersey Industries, Inc. position as of Q2 2021 after selling out during the quarter.
  • Mirabella Financial Services sold 108,240 South Jersey Industries, Inc. shares in Q2 2021, an estimated $2.44M.
  • Mirabella Financial Services first reported a position in South Jersey Industries, Inc. in Q3 2020 and held it in 2 quarters.
  • Mirabella Financial Services's South Jersey Industries, Inc. position peaked at $4.23M in Q3 2020.
  • 218 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2021.

Based on Mirabella Financial Services's 13F filing for Q2 2021, filed 13 Aug 2021.