Northern Trust
SJI

Northern Trust’s South Jersey Industries, Inc. SJI Stock Holding History

Northern Trust’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
-1,482,160
Closed -$52.7M – 4689
2022
Q4 		$52.7M Buy
1,482,160
+17,170
+1% +$593K 0.01% 898
2022
Q3 		$49M Sell
1,464,990
-3,716
-0.3% -$127K 0.01% 875
2022
Q2 		$50.1M Buy
1,468,706
+128,750
+10% +$4.41M 0.01% 897
2022
Q1 		$46.3M Sell
1,339,956
-36,948
-3% -$1.07M 0.01% 1085
2021
Q4 		$36M Sell
1,376,904
-27,734
-2% -$659K 0.01% 1356
2021
Q3 		$29.9M Sell
1,404,638
-23,376
-2% -$576K 0.01% 1487
2021
Q2 		$37M Buy
1,428,014
+216,041
+18% +$5.57M 0.01% 1391
2021
Q1 		$27.4M Sell
1,211,973
-42,544
-3% -$1.01M 0.01% 1602
2020
Q4 		$27M Sell
1,254,517
-36,605
-3% -$790K 0.01% 1584
2020
Q3 		$24.9M Buy
1,291,122
+23,620
+2% +$529K 0.01% 1458
2020
Q2 		$31.7M Buy
1,267,502
+52,338
+4% +$1.38M 0.01% 1254
2020
Q1 		$30.4M Buy
1,215,164
+5,099
+0.4% +$150K 0.01% 1115
2019
Q4 		$39.9M Sell
1,210,065
-33,157
-3% -$1.05M 0.01% 1183
2019
Q3 		$40.9M Buy
1,243,222
+35,740
+3% +$1.17M 0.01% 1125
2019
Q2 		$40.7M Buy
1,207,482
+32,437
+3% +$1.05M 0.01% 1157
2019
Q1 		$37.7M Buy
1,175,045
+83,548
+8% +$2.53M 0.01% 1198
2018
Q4 		$30.3M Buy
1,091,497
+2,997
+0.3% +$94.9K 0.01% 1241
2018
Q3 		$38.4M Buy
1,088,500
+23,810
+2% +$808K 0.01% 1242
2018
Q2 		$35.6M Buy
1,064,690
+86,383
+9% +$2.71M 0.01% 1307
2018
Q1 		$27.5M Sell
978,307
-284,358
-23% -$7.99M 0.01% 1448
2017
Q4 		$39.4M Sell
1,262,665
-404,657
-24% -$13.4M 0.01% 1177
2017
Q3 		$57.6M Buy
1,667,322
+2,024
+0.1% +$70.2K 0.02% 853
2017
Q2 		$56.9M Buy
1,665,298
+133,720
+9% +$4.85M 0.02% 834
2017
Q1 		$54.6M Buy
1,531,578
+39,499
+3% +$1.32M 0.02% 857
2016
Q4 		$50.3M Buy
1,492,079
+82,241
+6% +$2.57M 0.02% 877
2016
Q3 		$41.7M Buy
1,409,838
+46,160
+3% +$1.41M 0.01% 992
2016
Q2 		$43.1M Buy
1,363,678
+146,876
+12% +$4.21M 0.01% 897
2016
Q1 		$34.6M Buy
1,216,802
+6,631
+0.5% +$170K 0.01% 1059
2015
Q4 		$28.5M Sell
1,210,171
-9,018
-0.7% -$221K 0.01% 1212
2015
Q3 		$30.8M Buy
1,219,189
+69,109
+6% +$1.69M 0.01% 1162
2015
Q2 		$28.4M Buy
1,150,080
+84,872
+8% +$2.22M 0.01% 1293
2015
Q1 		$28.9M Buy
1,065,208
+54,734
+5% +$1.56M 0.01% 1289
2014
Q4 		$29.8M Sell
1,010,474
-43,414
-4% -$1.24M 0.01% 1220
2014
Q3 		$28.1M Sell
1,053,888
-7,446
-0.7% -$209K 0.01% 1222
2014
Q2 		$32.1M Sell
1,061,334
-81,162
-7% -$2.31M 0.01% 1139
2014
Q1 		$32M Sell
1,142,496
-73,612
-6% -$2.02M 0.01% 1162
2013
Q4 		$34M Sell
1,216,108
-46,972
-4% -$1.34M 0.01% 1067
2013
Q3 		$37M Sell
1,263,080
-7,254
-0.6% -$214K 0.01% 921
2013
Q2 		$36.5M Buy
+1,270,334
New +$37.1M 0.01% 891

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Northern Trust's SJI Position: Q1 2023 in Review

Northern Trust sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 1,482,160 shares — an estimated $52.7M sold.

Northern Trust first reported a position in SJI in Q2 2013 and held it in 39 quarters. The position peaked at $57.6M in Q3 2017. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Northern Trust reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Northern Trust sold 1,482,160 South Jersey Industries, Inc. shares in Q1 2023, an estimated $52.7M.
  • Northern Trust first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 39 quarters.
  • Northern Trust's South Jersey Industries, Inc. position peaked at $57.6M in Q3 2017.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Northern Trust's 13F filing for Q1 2023, filed 15 May 2023.