NYLIM
SJI

New York Life Investment Management’s South Jersey Industries, Inc. SJI Stock Holding History

New York Life Investment 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
2023
Q1 		– Sell
-179,298
Closed -$6.37M – 1456
2022
Q4 		$6.37M Buy
179,298
+70,148
+64% +$2.42M 0.07% 269
2022
Q3 		$3.65M Buy
109,150
+7,423
+7% +$253K 0.04% 372
2022
Q2 		$3.47M Buy
+101,727
New +$3.48M 0.04% 377

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

New York Life Investment Management's SJI Position: Q1 2023 in Review

New York Life Investment Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 179,298 shares — an estimated $6.37M sold.

New York Life Investment Management first reported a position in SJI in Q2 2022 and held it in 3 quarters. The position peaked at $6.37M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • New York Life Investment Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 179,298 South Jersey Industries, Inc. shares in Q1 2023, an estimated $6.37M.
  • New York Life Investment Management first reported a position in South Jersey Industries, Inc. in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's South Jersey Industries, Inc. position peaked at $6.37M in Q4 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.