OC
SJI

Oppenheimer & Co’s South Jersey Industries, Inc. SJI Stock Holding History

Oppenheimer & Co’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
-6,901
Closed -$245K – 1472
2022
Q4 		$245K Buy
6,901
+851
+14% +$29.4K 0.01% 1163
2022
Q3 		$203K Sell
6,050
-300
-5% -$10.2K ﹤0.01% 1226
2022
Q2 		$217K Sell
6,350
-140
-2% -$4.79K ﹤0.01% 1233
2022
Q1 		$225K Buy
+6,490
New +$187K ﹤0.01% 1312
2020
Q1 		– Sell
-6,640
Closed -$219K – 1358
2019
Q4 		$219K Hold
6,640
– – 0.01% 1146
2019
Q3 		$219K Hold
6,640
– – 0.01% 1100
2019
Q2 		$224K Hold
6,640
– – 0.01% 1136
2019
Q1 		$213K Buy
+6,640
New +$201K 0.01% 1193
2018
Q4 		– Sell
-6,640
Closed -$234K – 1384
2018
Q3 		$234K Sell
6,640
-600
-8% -$20.4K 0.01% 1167
2018
Q2 		$242K Hold
7,240
– – 0.01% 1143
2018
Q1 		$204K Hold
7,240
– – 0.01% 1213
2017
Q4 		$226K Hold
7,240
– – 0.01% 1169
2017
Q3 		$250K Hold
7,240
– – 0.01% 1108
2017
Q2 		$248K Hold
7,240
– – 0.01% 1087
2017
Q1 		$258K Hold
7,240
– – 0.01% 1057
2016
Q4 		$244K Sell
7,240
-20
-0.3% -$624 0.01% 1081
2016
Q3 		$215K Sell
7,260
-15
-0.2% -$459 0.01% 1109
2016
Q2 		$230K Hold
7,275
– – 0.01% 1045
2016
Q1 		$207K Buy
+7,275
New +$186K 0.01% 1089
2015
Q2 		– Sell
-8,200
Closed -$222K – 1575
2015
Q1 		$222K Sell
8,200
-4
-0% -$114 0.01% 1249
2014
Q4 		$242K Buy
8,204
+554
+7% +$15.8K 0.01% 1121
2014
Q3 		$204K Sell
7,650
-1,480
-16% -$41.6K 0.01% 1243
2014
Q2 		$276K Sell
9,130
-820
-8% -$23.4K 0.01% 1099
2014
Q1 		$279K Sell
9,950
-1,586
-14% -$43.6K 0.01% 1069
2013
Q4 		$323K Buy
11,536
+46
+0.4% +$1.31K 0.01% 980
2013
Q3 		$336K Buy
11,490
+3,140
+38% +$92.7K 0.01% 923
2013
Q2 		$240K Buy
+8,350
New +$244K 0.01% 1025

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

Oppenheimer & Co's SJI Position: Q1 2023 in Review

Oppenheimer & Co sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 6,901 shares — an estimated $245K sold.

Oppenheimer & Co first reported a position in SJI in Q2 2013 and held it in 27 quarters. The position peaked at $336K in Q3 2013. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Oppenheimer & Co reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 6,901 South Jersey Industries, Inc. shares in Q1 2023, an estimated $245K.
  • Oppenheimer & Co first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 27 quarters.
  • Oppenheimer & Co's South Jersey Industries, Inc. position peaked at $336K in Q3 2013.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Oppenheimer & Co's 13F filing for Q1 2023, filed 10 May 2023.