Nisa Investment Advisors
SJI

Nisa Investment Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Nisa Investment Advisors’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
-39,545
Closed -$1.41M – 2814
2022
Q4 		$1.41M Hold
39,545
– – 0.01% 822
2022
Q3 		$1.32M Buy
39,545
+75
+0.2% +$2.56K 0.01% 742
2022
Q2 		$1.35M Sell
39,470
-1,900
-5% -$65.1K 0.01% 744
2022
Q1 		$1.43M Buy
41,370
+2,900
+8% +$83.7K 0.01% 760
2021
Q4 		$963K Sell
38,470
-5,000
-12% -$119K 0.01% 845
2021
Q3 		$924 Sell
43,470
-3,000
-6% -$73.9K 0.01% 937
2021
Q2 		$1.21K Sell
46,470
-15,250
-25% -$393K 0.01% 874
2021
Q1 		$1.39K Buy
61,720
+10,300
+20% +$244K 0.01% 837
2020
Q4 		$1.11M Sell
51,420
-2,580
-5% -$55.7K 0.01% 882
2020
Q3 		$1.04M Buy
54,000
+2,550
+5% +$57.1K 0.01% 797
2020
Q2 		$1.29M Buy
51,450
+90
+0.2% +$2.37K 0.01% 703
2020
Q1 		$1.28M Buy
51,360
+2,310
+5% +$68.2K 0.01% 639
2019
Q4 		$1.62M Buy
49,050
+500
+1% +$15.8K 0.01% 716
2019
Q3 		$1.6M Sell
48,550
-7,000
-13% -$229K 0.01% 713
2019
Q2 		$1.87M Buy
55,550
+7,000
+14% +$226K 0.02% 657
2019
Q1 		$1.56M Sell
48,550
-2,700
-5% -$81.7K 0.02% 692
2018
Q4 		$1.43M Buy
51,250
+3,100
+6% +$98.1K 0.02% 660
2018
Q3 		$1.7M Hold
48,150
– – 0.02% 721
2018
Q2 		$1.61M Hold
48,150
– – 0.02% 666
2018
Q1 		$1.33M Sell
48,150
-2,820
-6% -$79.3K 0.01% 726
2017
Q4 		$1.59M Sell
50,970
-1,500
-3% -$49.6K 0.02% 676
2017
Q3 		$1.81M Hold
52,470
– – 0.02% 605
2017
Q2 		$1.79M Buy
52,470
+200
+0.4% +$7.26K 0.02% 624
2017
Q1 		$1.86M Sell
52,270
-280
-0.5% -$9.39K 0.02% 629
2016
Q4 		$1.77M Hold
52,550
– – 0.02% 644
2016
Q3 		$1.55M Sell
52,550
-5,000
-9% -$153K 0.02% 645
2016
Q2 		$1.82M Buy
57,550
+150
+0.3% +$4.3K 0.02% 587
2016
Q1 		$1.63M Buy
57,400
+8,800
+18% +$226K 0.02% 599
2015
Q4 		$1.14M Hold
48,600
– – 0.02% 704
2015
Q3 		$1.23M Hold
48,600
– – 0.02% 665
2015
Q2 		$1.2M Hold
48,600
– – 0.02% 714
2015
Q1 		$1.32M Buy
48,600
+600
+1% +$17.1K 0.02% 700
2014
Q4 		$1.41M Sell
48,000
-19,000
-28% -$543K 0.02% 667
2014
Q3 		$1.79M Buy
67,000
+19,000
+40% +$534K 0.03% 595
2014
Q2 		$1.45M Hold
48,000
– – 0.02% 674
2014
Q1 		$1.35M Hold
48,000
– – 0.02% 686
2013
Q4 		$1.34M Hold
48,000
– – 0.02% 696
2013
Q3 		$1.41M Hold
48,000
– – 0.02% 648
2013
Q2 		$1.38M Buy
+48,000
New +$1.4M 0.02% 645

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

Nisa Investment Advisors's SJI Position: Q1 2023 in Review

Nisa Investment Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 39,545 shares — an estimated $1.41M sold.

Nisa Investment Advisors first reported a position in SJI in Q2 2013 and held it in 39 quarters. The position peaked at $1.87M in Q2 2019. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Nisa Investment Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 39,545 South Jersey Industries, Inc. shares in Q1 2023, an estimated $1.41M.
  • Nisa Investment Advisors first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 39 quarters.
  • Nisa Investment Advisors's South Jersey Industries, Inc. position peaked at $1.87M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Nisa Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.