Panagora Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History

Panagora Asset 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
2021 Q3	–	Sell	-7,194	Closed	-$187K	–	2600
2021 Q2	$187K	Sell	7,194 -2,646	-27%	-$68.2K	﹤0.01%	1681
2021 Q1	$222K	Hold	9,840	–	–	﹤0.01%	1661
2020 Q4	$212K	Buy	9,840 +71	+0.7%	+$1.53K	﹤0.01%	1550
2020 Q3	$188K	Sell	9,769 -515	-5%	-$11.5K	﹤0.01%	1540
2020 Q2	$257K	Buy	10,284 +136	+1%	+$3.58K	﹤0.01%	1444
2020 Q1	$254K	Buy	10,148 +137	+1%	+$4.04K	﹤0.01%	1382
2019 Q4	$330K	Buy	10,011 +3,603	+56%	+$114K	﹤0.01%	1437
2019 Q3	$211K	Sell	6,408 -3,603	-36%	-$118K	﹤0.01%	1611
2019 Q2	$338K	Hold	10,011	–	–	﹤0.01%	1578
2019 Q1	$321K	Buy	+10,011	New	+$303K	﹤0.01%	1546
2018 Q4	–	Sell	-39,276	Closed	-$1.39M	–	2556
2018 Q3	$1.39M	Buy	+39,276	New	+$1.33M	0.01%	985
2017 Q3	–	Sell	-1,682	Closed	-$57K	–	2552
2017 Q2	$57K	Hold	1,682	–	–	﹤0.01%	2036
2017 Q1	$60K	Buy	+1,682	New	+$56.4K	﹤0.01%	1979

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Panagora Asset Management's SJI Position: Q3 2021 in Review

Panagora Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q3 2021, closing a stake of 7,194 shares — an estimated $187K sold.

Panagora Asset Management first reported a position in SJI in Q1 2017 and held it in 13 quarters. The position peaked at $1.39M in Q3 2018. 230 funds tracked by Wall St. Rank hold SJI as of Q3 2021.

Panagora Asset Management reported no remaining South Jersey Industries, Inc. position as of Q3 2021 after selling out during the quarter.
Panagora Asset Management sold 7,194 South Jersey Industries, Inc. shares in Q3 2021, an estimated $187K.
Panagora Asset Management first reported a position in South Jersey Industries, Inc. in Q1 2017 and held it in 13 quarters.
Panagora Asset Management's South Jersey Industries, Inc. position peaked at $1.39M in Q3 2018.
230 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.