Private Capital Group’s South Jersey Industries, Inc. SJI Stock Holding History

Private Capital 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
2022 Q2	$14K	Sell	416 -20	-5%	-$685	0.01%	953
2022 Q1	$15K	Sell	436 -97	-18%	-$2.8K	﹤0.01%	1142
2021 Q4	$14K	Sell	533 -7	-1%	-$166	﹤0.01%	1194
2021 Q3	$12K	Hold	540	–	–	﹤0.01%	1284
2021 Q2	$14K	Buy	540 +59	+12%	+$1.52K	﹤0.01%	1241
2021 Q1	$11K	Buy	481 +187	+64%	+$4.43K	﹤0.01%	1276
2020 Q4	$6K	Sell	294 -412	-58%	-$8.9K	﹤0.01%	1537
2020 Q3	$14K	Sell	706 -31	-4%	-$694	﹤0.01%	1228
2020 Q2	$19K	Sell	737 -196	-21%	-$5.17K	﹤0.01%	1129
2020 Q1	$24K	Buy	933 +358	+62%	+$10.6K	0.01%	946
2019 Q4	$18K	Buy	575 +100	+21%	+$3.15K	﹤0.01%	1153
2019 Q3	$16K	Buy	+475	New	+$15.5K	﹤0.01%	1297
2019 Q2	–	Sell	-689	Closed	-$22K	–	2465
2019 Q1	$22K	Buy	+689	New	+$20.9K	﹤0.01%	1159

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

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

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

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

SCM

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

SGCM

Sand Grove Capital Management London, United Kingdom $383M AUM 123.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Capital Group's SJI Position: Q2 2022 in Review

Private Capital Group reduced its South Jersey Industries, Inc. (SJI) stake by 4.6% in Q2 2022, selling an estimated $685 and leaving 416 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #953.

Private Capital Group first reported a position in SJI in Q1 2019 and has held it in 13 quarters since. The position peaked at $24K in Q1 2020. 293 funds tracked by Wall St. Rank hold SJI as of Q2 2022.

Private Capital Group held 416 shares of South Jersey Industries, Inc. worth $14K as of Q2 2022.
Private Capital Group sold 20 South Jersey Industries, Inc. shares in Q2 2022, an estimated $685.
South Jersey Industries, Inc. made up 0.01% of Private Capital Group's portfolio in Q2 2022, its #953 holding.
Private Capital Group first reported a position in South Jersey Industries, Inc. in Q1 2019 and has held it in 13 quarters since.
Private Capital Group's South Jersey Industries, Inc. position peaked at $24K in Q1 2020.
293 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.