Mutual of America Capital Management’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 |
-25,666
| Closed | -$912K | – | 1487 |
|
|
2022
Q4 | $912K | Buy |
25,666
+1,302
| +5% | +$45K | 0.01% | 1041 |
|
|
2022
Q3 | $814K | Buy |
24,364
+3,805
| +19% | +$130K | 0.01% | 1056 |
|
|
2022
Q2 | $702K | Buy |
20,559
+4,355
| +27% | +$149K | 0.01% | 1057 |
|
|
2022
Q1 | $560K | Buy |
16,204
+841
| +5% | +$24.3K | 0.01% | 1093 |
|
|
2021
Q4 | $401K | Buy |
15,363
+369
| +2% | +$8.77K | ﹤0.01% | 1163 |
|
|
2021
Q3 | $319K | Sell |
14,994
-989
| -6% | -$24.4K | ﹤0.01% | 1213 |
|
|
2021
Q2 | $414K | Buy |
15,983
+2,546
| +19% | +$65.6K | ﹤0.01% | 1183 |
|
|
2021
Q1 | $303K | Buy |
13,437
+908
| +7% | +$21.5K | ﹤0.01% | 1259 |
|
|
2020
Q4 | $270K | Buy |
12,529
+300
| +2% | +$6.48K | ﹤0.01% | 1227 |
|
|
2020
Q3 | $236K | Buy |
12,229
+7,772
| +174% | +$174K | ﹤0.01% | 1185 |
|
|
2020
Q2 | $111K | Buy |
4,457
+377
| +9% | +$9.94K | ﹤0.01% | 1179 |
|
|
2020
Q1 | $102K | Buy |
4,080
+764
| +23% | +$22.5K | ﹤0.01% | 1179 |
|
|
2019
Q4 | $109K | Sell |
3,316
-113
| -3% | -$3.56K | ﹤0.01% | 1187 |
|
|
2019
Q3 | $113K | Buy |
3,429
+126
| +4% | +$4.11K | ﹤0.01% | 1176 |
|
|
2019
Q2 | $111K | Buy |
3,303
+664
| +25% | +$21.5K | ﹤0.01% | 1182 |
|
|
2019
Q1 | $85K | Buy |
2,639
+515
| +24% | +$15.6K | ﹤0.01% | 1182 |
|
|
2018
Q4 | $59K | Buy |
2,124
+497
| +31% | +$15.7K | ﹤0.01% | 1203 |
|
|
2018
Q3 | $57K | Buy |
1,627
+1,313
| +418% | +$44.6K | ﹤0.01% | 1226 |
|
|
2018
Q2 | $11K | Buy |
+314
| New | +$9.85K | ﹤0.01% | 1237 |
|
Other funds holding SJI
Mutual of America Capital Management's SJI Position: Q1 2023 in Review
Mutual of America Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 25,666 shares — an estimated $912K sold.
Mutual of America Capital Management first reported a position in SJI in Q2 2018 and held it in 19 quarters. The position peaked at $912K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.
- Mutual of America Capital Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
- Mutual of America Capital Management sold 25,666 South Jersey Industries, Inc. shares in Q1 2023, an estimated $912K.
- Mutual of America Capital Management first reported a position in South Jersey Industries, Inc. in Q2 2018 and held it in 19 quarters.
- Mutual of America Capital Management's South Jersey Industries, Inc. position peaked at $912K in Q4 2022.
- 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.
Based on Mutual of America Capital Management's 13F filing for Q1 2023, filed 4 May 2023.