OLA
SJI

Oliver Luxxe Assets’s South Jersey Industries, Inc. SJI Stock Holding History

Oliver Luxxe Assets’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
Q1 		– Sell
-24,775
Closed -$647K – 225
2021
Q4 		$647K Buy
+24,775
New +$589K 0.16% 113

Other funds holding SJI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Oliver Luxxe Assets's SJI Position: Q1 2022 in Review

Oliver Luxxe Assets sold out of South Jersey Industries, Inc. (SJI) in Q1 2022, closing a stake of 24,775 shares — an estimated $647K sold.

Oliver Luxxe Assets first reported a position in SJI in Q4 2021 and held it in 1 quarter. The position peaked at $647K in Q4 2021. 302 funds tracked by Wall St. Rank hold SJI as of Q1 2022.

  • Oliver Luxxe Assets reported no remaining South Jersey Industries, Inc. position as of Q1 2022 after selling out during the quarter.
  • Oliver Luxxe Assets sold 24,775 South Jersey Industries, Inc. shares in Q1 2022, an estimated $647K.
  • Oliver Luxxe Assets first reported a position in South Jersey Industries, Inc. in Q4 2021 and held it in 1 quarter.
  • Oliver Luxxe Assets's South Jersey Industries, Inc. position peaked at $647K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2022.

Based on Oliver Luxxe Assets's 13F filing for Q1 2022, filed 13 May 2022.