Principal Financial Group
SJI

Principal Financial Group’s South Jersey Industries, Inc. SJI Stock Holding History

Principal Financial Group’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
-775,907
Closed -$27.6M – 2529
2022
Q4 		$27.6M Buy
775,907
+20,773
+3% +$718K 0.02% 635
2022
Q3 		$25.2M Sell
755,134
-101
-0% -$3.44K 0.02% 629
2022
Q2 		$25.8M Sell
755,235
-105,993
-12% -$3.63M 0.02% 667
2022
Q1 		$29.8M Sell
861,228
-59,554
-6% -$1.72M 0.02% 670
2021
Q4 		$24.1M Sell
920,782
-114,874
-11% -$2.73M 0.01% 818
2021
Q3 		$22M Sell
1,035,656
-25,012
-2% -$616K 0.01% 866
2021
Q2 		$27.5M Buy
1,060,668
+156,934
+17% +$4.04M 0.02% 723
2021
Q1 		$20.4M Buy
903,734
+16,815
+2% +$398K 0.01% 899
2020
Q4 		$19.1M Buy
886,919
+39,102
+5% +$844K 0.01% 803
2020
Q3 		$16.3M Buy
847,817
+81,906
+11% +$1.83M 0.01% 775
2020
Q2 		$19.1M Buy
765,911
+56,064
+8% +$1.48M 0.02% 675
2020
Q1 		$17.7M Sell
709,847
-29,987
-4% -$885K 0.02% 600
2019
Q4 		$24.4M Buy
739,834
+2,245
+0.3% +$70.8K 0.02% 662
2019
Q3 		$24.3M Sell
737,589
-3,388
-0.5% -$111K 0.02% 633
2019
Q2 		$25M Sell
740,977
-7,573
-1% -$245K 0.02% 636
2019
Q1 		$24M Buy
748,550
+46,736
+7% +$1.41M 0.02% 648
2018
Q4 		$19.5M Buy
701,814
+2,239
+0.3% +$70.9K 0.02% 715
2018
Q3 		$24.7M Buy
699,575
+23,808
+4% +$808K 0.02% 719
2018
Q2 		$22.6M Buy
675,767
+57,235
+9% +$1.8M 0.02% 748
2018
Q1 		$17.4M Buy
618,532
+15,362
+3% +$432K 0.02% 875
2017
Q4 		$18.8M Sell
603,170
-4,527
-0.7% -$150K 0.02% 856
2017
Q3 		$21M Sell
607,697
-6,716
-1% -$233K 0.02% 743
2017
Q2 		$21M Sell
614,413
-33,027
-5% -$1.2M 0.02% 742
2017
Q1 		$23.1M Buy
647,440
+16,935
+3% +$568K 0.03% 638
2016
Q4 		$21.2M Buy
630,505
+44,646
+8% +$1.39M 0.03% 650
2016
Q3 		$17.3M Buy
585,859
+15,775
+3% +$483K 0.02% 749
2016
Q2 		$18M Buy
570,084
+87,249
+18% +$2.5M 0.03% 678
2016
Q1 		$13.7M Buy
482,835
+18,897
+4% +$484K 0.02% 790
2015
Q4 		$10.9M Buy
463,938
+23,108
+5% +$566K 0.02% 900
2015
Q3 		$11.1M Buy
440,830
+14,985
+4% +$366K 0.02% 850
2015
Q2 		$10.5M Sell
425,845
-6,501
-2% -$170K 0.02% 958
2015
Q1 		$11.7M Buy
432,346
+15,238
+4% +$435K 0.02% 865
2014
Q4 		$12.3M Buy
417,108
+5,790
+1% +$166K 0.02% 807
2014
Q3 		$11M Sell
411,318
-2,824
-0.7% -$79.3K 0.02% 844
2014
Q2 		$12.5M Sell
414,142
-780
-0.2% -$22.2K 0.02% 786
2014
Q1 		$11.6M Buy
414,922
+20,740
+5% +$570K 0.02% 815
2013
Q4 		$11M Buy
394,182
+23,980
+6% +$686K 0.02% 811
2013
Q3 		$10.8M Buy
370,202
+10,544
+3% +$311K 0.02% 764
2013
Q2 		$10.3M Buy
+359,658
New +$10.5M 0.02% 746

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

Principal Financial Group's SJI Position: Q1 2023 in Review

Principal Financial Group sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 775,907 shares — an estimated $27.6M sold.

Principal Financial Group first reported a position in SJI in Q2 2013 and held it in 39 quarters. The position peaked at $29.8M in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Principal Financial Group reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Principal Financial Group sold 775,907 South Jersey Industries, Inc. shares in Q1 2023, an estimated $27.6M.
  • Principal Financial Group first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 39 quarters.
  • Principal Financial Group's South Jersey Industries, Inc. position peaked at $29.8M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Principal Financial Group's 13F filing for Q1 2023, filed 9 May 2023.