Patriot Financial Group Insurance Agency’s South Jersey Industries, Inc. SJI Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-180	Closed	-$6K	–	2097
2022 Q2	$6K	Sell	180 -32	-15%	-$1.1K	﹤0.01%	1450
2022 Q1	$7K	Buy	212 +188	+783%	+$5.42K	﹤0.01%	1524
2021 Q4	$1K	Sell	24 -103	-81%	-$2.45K	﹤0.01%	2109
2021 Q3	$3K	Buy	127 +36	+40%	+$887	﹤0.01%	1897
2021 Q2	$2K	Buy	+91	New	+$2.35K	﹤0.01%	1932
2021 Q1	–	Sell	-180	Closed	-$4K	–	2110
2020 Q4	$4K	Sell	180 -140	-44%	-$3.02K	﹤0.01%	1525
2020 Q3	$6K	Hold	320	–	–	﹤0.01%	1199
2020 Q2	$8K	Buy	320 +10	+3%	+$264	﹤0.01%	1063
2020 Q1	$8K	Buy	+310	New	+$9.15K	﹤0.01%	950

Other funds holding SJI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SJI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of South Jersey Industries, Inc. (SJI) in Q3 2022, closing a stake of 180 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in SJI in Q1 2020 and held it in 9 quarters. The position peaked at $8K in Q2 2020. 284 funds tracked by Wall St. Rank hold SJI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining South Jersey Industries, Inc. position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 180 South Jersey Industries, Inc. shares in Q3 2022, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in South Jersey Industries, Inc. in Q1 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's South Jersey Industries, Inc. position peaked at $8K in Q2 2020.
284 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.