MAP
SJI

Moody Aldrich Partners’s South Jersey Industries, Inc. SJI Stock Holding History

Moody Aldrich Partners’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
-113,564
Closed -$2.97M – 177
2021
Q4 		$2.97M Sell
113,564
-20,952
-16% -$498K 0.41% 80
2021
Q3 		$2.86M Buy
134,516
+18,977
+16% +$467K 0.36% 86
2021
Q2 		$3M Sell
115,539
-1,471
-1% -$37.9K 0.42% 84
2021
Q1 		$2.64M Sell
117,010
-130,266
-53% -$3.08M 0.38% 85
2020
Q4 		$5.33M Sell
247,276
-111,323
-31% -$2.4M 0.86% 52
2020
Q3 		$6.91M Buy
358,599
+55,517
+18% +$1.24M 1.45% 14
2020
Q2 		$7.57M Buy
303,082
+106,653
+54% +$2.81M 1.61% 11
2020
Q1 		$4.91M Buy
196,429
+75,989
+63% +$2.24M 1.48% 20
2019
Q4 		$3.97M Sell
120,440
-47,647
-28% -$1.5M 0.82% 49
2019
Q3 		$5.53M Buy
168,087
+28,619
+21% +$934K 1.47% 21
2019
Q2 		$4.7M Buy
+139,468
New +$4.51M 1.2% 33
2017
Q1 		– Sell
-48,355
Closed -$1.63M – 98
2016
Q4 		$1.63M Sell
48,355
-1,285
-3% -$40.1K 1.05% 46
2016
Q3 		$1.47M Sell
49,640
-6,810
-12% -$209K 1.02% 44
2016
Q2 		$1.78M Buy
56,450
+37,640
+200% +$1.08M 1.47% 18
2016
Q1 		$535K Buy
+18,810
New +$482K 1.13% 43

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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

Moody Aldrich Partners's SJI Position: Q1 2022 in Review

Moody Aldrich Partners sold out of South Jersey Industries, Inc. (SJI) in Q1 2022, closing a stake of 113,564 shares — an estimated $2.97M sold.

Moody Aldrich Partners first reported a position in SJI in Q1 2016 and held it in 15 quarters. The position peaked at $7.57M in Q2 2020. 302 funds tracked by Wall St. Rank hold SJI as of Q1 2022.

  • Moody Aldrich Partners reported no remaining South Jersey Industries, Inc. position as of Q1 2022 after selling out during the quarter.
  • Moody Aldrich Partners sold 113,564 South Jersey Industries, Inc. shares in Q1 2022, an estimated $2.97M.
  • Moody Aldrich Partners first reported a position in South Jersey Industries, Inc. in Q1 2016 and held it in 15 quarters.
  • Moody Aldrich Partners's South Jersey Industries, Inc. position peaked at $7.57M in Q2 2020.
  • 302 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2022.

Based on Moody Aldrich Partners's 13F filing for Q1 2022, filed 10 May 2022.