Next Financial Group’s South Jersey Industries, Inc. SJI Stock Holding History

Next Financial Group’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 Q4	$2K	Buy	+66	New	+$1.57K	﹤0.01%	2672
2021 Q2	–	Sell	-217	Closed	-$5K	–	2749
2021 Q1	$5K	Sell	217 -188	-46%	-$4.45K	﹤0.01%	2131
2020 Q4	$9K	Buy	+405	New	+$8.74K	﹤0.01%	1828
2019 Q3	–	Sell	-5,066	Closed	-$171K	–	2466
2019 Q2	$171K	Buy	+5,066	New	+$164K	0.02%	723
2017 Q4	–	Sell	-4,080	Closed	-$144K	–	1527
2017 Q3	$144K	Buy	+4,080	New	+$142K	0.04%	396
2017 Q1	–	Sell	-4,080	Closed	-$137K	–	2371
2016 Q4	$137K	Sell	4,080 -250	-6%	-$7.8K	0.02%	593
2016 Q3	$128K	Buy	4,330 +2,955	+215%	+$90.5K	0.02%	586
2016 Q2	$43K	Hold	1,375	–	–	0.01%	702
2016 Q1	$39K	Hold	1,375	–	–	0.01%	701
2015 Q4	$32K	Hold	1,375	–	–	0.01%	777
2015 Q3	$34K	Hold	1,375	–	–	0.01%	772
2015 Q2	$34K	Buy	+1,375	New	+$35.9K	0.01%	811

Other funds holding SJI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Next Financial Group's SJI Position: Q4 2021 in Review

Next Financial Group opened a new position in South Jersey Industries, Inc. (SJI) in Q4 2021: 66 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2672 among its holdings. This is a return to the name: Next Financial Group previously reported a position in SJI as recently as Q1 2021.

Next Financial Group first reported a position in SJI in Q2 2015 and has held it in 12 quarters since. The position peaked at $171K in Q2 2019. 250 funds tracked by Wall St. Rank hold SJI as of Q4 2021.

Next Financial Group held 66 shares of South Jersey Industries, Inc. worth $2K as of Q4 2021.
South Jersey Industries, Inc. was a new Next Financial Group position in Q4 2021.
South Jersey Industries, Inc. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2672 holding.
Next Financial Group first reported a position in South Jersey Industries, Inc. in Q2 2015 and has held it in 12 quarters since.
Next Financial Group's South Jersey Industries, Inc. position peaked at $171K in Q2 2019.
250 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.