RhumbLine Advisers
SJI

RhumbLine Advisers’s South Jersey Industries, Inc. SJI Stock Holding History

RhumbLine Advisers’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
-376,856
Closed -$13.4M – 2995
2022
Q4 		$13.4M Sell
376,856
-24,191
-6% -$836K 0.02% 793
2022
Q3 		$13.4M Buy
401,047
+31,948
+9% +$1.09M 0.02% 735
2022
Q2 		$12.6M Buy
369,099
+55,255
+18% +$1.89M 0.02% 787
2022
Q1 		$10.8M Buy
313,844
+506
+0.2% +$14.6K 0.01% 915
2021
Q4 		$8.18M Sell
313,338
-2,522
-0.8% -$59.9K 0.01% 1096
2021
Q3 		$6.71M Sell
315,860
-47,256
-13% -$1.16M 0.01% 1170
2021
Q2 		$9.42M Buy
363,116
+42,763
+13% +$1.1M 0.01% 1044
2021
Q1 		$7.23M Sell
320,353
-494
-0.2% -$11.7K 0.01% 1198
2020
Q4 		$6.91M Buy
320,847
+24,010
+8% +$518K 0.01% 1161
2020
Q3 		$5.72M Sell
296,837
-4,790
-2% -$107K 0.01% 1075
2020
Q2 		$7.54M Sell
301,627
-35,989
-11% -$949K 0.01% 933
2020
Q1 		$8.44M Buy
337,616
+13,941
+4% +$411K 0.02% 737
2019
Q4 		$10.7M Buy
323,675
+18,868
+6% +$595K 0.02% 797
2019
Q3 		$10M Buy
304,807
+13,320
+5% +$435K 0.02% 774
2019
Q2 		$9.83M Buy
291,487
+11,975
+4% +$387K 0.02% 782
2019
Q1 		$8.96M Buy
279,512
+21,204
+8% +$642K 0.02% 817
2018
Q4 		$7.18M Buy
258,308
+44,276
+21% +$1.4M 0.02% 882
2018
Q3 		$7.55M Sell
214,032
-1,483
-0.7% -$50.3K 0.01% 839
2018
Q2 		$7.21M Buy
215,515
+16,309
+8% +$512K 0.01% 852
2018
Q1 		$5.61M Buy
199,206
+2,432
+1% +$68.3K 0.01% 961
2017
Q4 		$6.14M Buy
196,774
+24,991
+15% +$826K 0.01% 941
2017
Q3 		$5.93M Buy
171,783
+3,017
+2% +$105K 0.01% 937
2017
Q2 		$5.77M Buy
168,766
+2,308
+1% +$83.8K 0.01% 920
2017
Q1 		$5.93M Buy
166,458
+43,081
+35% +$1.44M 0.01% 905
2016
Q4 		$4.16M Sell
123,377
-2,943
-2% -$91.8K 0.01% 1032
2016
Q3 		$3.73M Buy
126,320
+7,521
+6% +$230K 0.01% 1046
2016
Q2 		$3.76M Sell
118,799
-10,325
-8% -$296K 0.01% 974
2016
Q1 		$3.67M Buy
129,124
+12,835
+11% +$329K 0.01% 1008
2015
Q4 		$2.73M Buy
116,289
+2,685
+2% +$65.8K 0.01% 1159
2015
Q3 		$2.87M Buy
113,604
+5,189
+5% +$127K 0.01% 1130
2015
Q2 		$2.68M Sell
108,415
-1,655
-2% -$43.3K 0.01% 1219
2015
Q1 		$2.99M Buy
110,070
+3,740
+4% +$107K 0.01% 1131
2014
Q4 		$3.13M Buy
106,330
+3,050
+3% +$87.2K 0.01% 1068
2014
Q3 		$2.76M Buy
103,280
+2,300
+2% +$64.6K 0.01% 1107
2014
Q2 		$3.05M Buy
100,980
+3,206
+3% +$91.4K 0.01% 1104
2014
Q1 		$2.74M Sell
97,774
-3,720
-4% -$102K 0.01% 1159
2013
Q4 		$2.84M Sell
101,494
-5,660
-5% -$162K 0.01% 1148
2013
Q3 		$3.14M Sell
107,154
-1,092
-1% -$32.2K 0.01% 1061
2013
Q2 		$3.11M Buy
+108,246
New +$3.17M 0.01% 1044

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

RhumbLine Advisers's SJI Position: Q1 2023 in Review

RhumbLine Advisers sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 376,856 shares — an estimated $13.4M sold.

RhumbLine Advisers first reported a position in SJI in Q2 2013 and held it in 39 quarters. The position peaked at $13.4M in Q3 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • RhumbLine Advisers reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • RhumbLine Advisers sold 376,856 South Jersey Industries, Inc. shares in Q1 2023, an estimated $13.4M.
  • RhumbLine Advisers first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 39 quarters.
  • RhumbLine Advisers's South Jersey Industries, Inc. position peaked at $13.4M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on RhumbLine Advisers's 13F filing for Q1 2023, filed 11 May 2023.