Opus Investment Management’s South Jersey Industries, Inc. SJI Stock Holding History

Opus Investment Management’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	-48,000	Closed	-$1.25M	–	98
2021 Q4	$1.25M	Hold	48,000	–	–	0.18%	83
2021 Q3	$1.02M	Hold	48,000	–	–	0.16%	83
2021 Q2	$1.25M	Hold	48,000	–	–	0.19%	84
2021 Q1	$1.08M	Buy	48,000 +21,000	+78%	+$497K	0.16%	90
2020 Q4	$582K	Hold	27,000	–	–	0.09%	94
2020 Q3	$520K	Hold	27,000	–	–	0.1%	89
2020 Q2	$675K	Hold	27,000	–	–	0.14%	87
2020 Q1	$675K	Buy	27,000 +9,000	+50%	+$266K	0.14%	90
2019 Q4	$594K	Buy	+18,000	New	+$568K	0.1%	92
2019 Q1	–	Sell	-19,300	Closed	-$537K	–	93
2018 Q4	$537K	Sell	19,300 -50,700	-72%	-$1.61M	0.12%	85
2018 Q3	$2.47M	Hold	70,000	–	–	0.43%	66
2018 Q2	$2.34M	Hold	70,000	–	–	0.42%	65
2018 Q1	$1.97M	Hold	70,000	–	–	0.36%	71
2017 Q4	$2.19M	Hold	70,000	–	–	0.39%	62
2017 Q3	$2.42M	Hold	70,000	–	–	0.44%	61
2017 Q2	$2.39M	Hold	70,000	–	–	0.41%	63
2017 Q1	$2.5M	Hold	70,000	–	–	0.43%	65
2016 Q4	$2.36M	Hold	70,000	–	–	0.42%	65
2016 Q3	$2.07M	Hold	70,000	–	–	0.35%	65
2016 Q2	$2.21M	Hold	70,000	–	–	0.39%	65
2016 Q1	$1.99M	Sell	70,000 -133,800	-66%	-$3.43M	0.38%	60
2015 Q4	$4.79M	Sell	203,800 -3,000	-1%	-$73.5K	0.85%	32
2015 Q3	$5.22M	Hold	206,800	–	–	0.99%	20
2015 Q2	$5.11M	Buy	206,800 +60,000	+41%	+$1.57M	0.93%	22
2015 Q1	$3.98M	Hold	146,800	–	–	0.7%	37
2014 Q4	$4.33M	Buy	146,800 +90,000	+158%	+$2.57M	0.78%	29
2014 Q3	$1.51M	Buy	56,800 +10,000	+21%	+$281K	0.29%	71
2014 Q2	$1.41M	Buy	+46,800	New	+$1.33M	0.28%	71

Other funds holding SJI

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Opus Investment Management's SJI Position: Q1 2022 in Review

Opus Investment Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2022, closing a stake of 48,000 shares — an estimated $1.25M sold.

Opus Investment Management first reported a position in SJI in Q2 2014 and held it in 28 quarters. The position peaked at $5.22M in Q3 2015. 302 funds tracked by Wall St. Rank hold SJI as of Q1 2022.

Opus Investment Management reported no remaining South Jersey Industries, Inc. position as of Q1 2022 after selling out during the quarter.
Opus Investment Management sold 48,000 South Jersey Industries, Inc. shares in Q1 2022, an estimated $1.25M.
Opus Investment Management first reported a position in South Jersey Industries, Inc. in Q2 2014 and held it in 28 quarters.
Opus Investment Management's South Jersey Industries, Inc. position peaked at $5.22M in Q3 2015.
302 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2022.

Based on Opus Investment Management's 13F filing for Q1 2022, filed 11 May 2022.