Neo Ivy Capital Management’s South Jersey Industries, Inc. SJI Stock Holding History

Neo Ivy Capital Management’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 Q4	$38K	Buy	+1,074	New	+$37.1K	0.03%	287
2022 Q3	–	Sell	-6,344	Closed	-$216K	–	602
2022 Q2	$216K	Sell	6,344 -9,908	-61%	-$339K	0.58%	52
2022 Q1	$562K	Buy	16,252 +13,186	+430%	+$380K	0.51%	45
2021 Q4	$80K	Sell	3,066 -4,764	-61%	-$113K	0.11%	244
2021 Q3	$196K	Sell	7,830 -184	-2%	-$4.53K	0.22%	157
2021 Q2	$208K	Buy	+8,014	New	+$206K	0.21%	177
2021 Q1	–	Sell	-6,928	Closed	-$149K	–	650
2020 Q4	$149K	Buy	6,928 +5,784	+506%	+$125K	0.17%	202
2020 Q3	$22K	Sell	1,144 -6,686	-85%	-$150K	0.02%	413
2020 Q2	$196K	Sell	7,830 -56	-0.7%	-$1.48K	0.22%	157
2020 Q1	$197K	Buy	+7,886	New	+$233K	0.32%	117
2019 Q3	–	Sell	-17,298	Closed	-$583K	–	422
2019 Q2	$583K	Sell	17,298 -198	-1%	-$6.4K	0.33%	146
2019 Q1	$561K	Buy	+17,496	New	+$530K	0.32%	140

Other funds holding SJI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

SGCM

Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

SCM

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

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

Neo Ivy Capital Management's SJI Position: Q4 2022 in Review

Neo Ivy Capital Management opened a new position in South Jersey Industries, Inc. (SJI) in Q4 2022: 1,074 shares worth $38K. The stake represents 0.03% of the portfolio and ranks #287 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in SJI as recently as Q2 2022.

Neo Ivy Capital Management first reported a position in SJI in Q1 2019 and has held it in 12 quarters since. The position peaked at $583K in Q2 2019. 307 funds tracked by Wall St. Rank hold SJI as of Q4 2022.

Neo Ivy Capital Management held 1,074 shares of South Jersey Industries, Inc. worth $38K as of Q4 2022.
South Jersey Industries, Inc. was a new Neo Ivy Capital Management position in Q4 2022.
South Jersey Industries, Inc. made up 0.03% of Neo Ivy Capital Management's portfolio in Q4 2022, its #287 holding.
Neo Ivy Capital Management first reported a position in South Jersey Industries, Inc. in Q1 2019 and has held it in 12 quarters since.
Neo Ivy Capital Management's South Jersey Industries, Inc. position peaked at $583K in Q2 2019.
307 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2022.

Based on Neo Ivy Capital Management's 13F filing for Q4 2022, filed 27 Mar 2023.