RWB
SJI

RMR Wealth Builders’s South Jersey Industries, Inc. SJI Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-134
Closed -$3K – 770
2021
Q1 		$3K Buy
+134
New +$3.17K ﹤0.01% 721

Other funds holding SJI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RMR Wealth Builders's SJI Position: Q2 2021 in Review

RMR Wealth Builders sold out of South Jersey Industries, Inc. (SJI) in Q2 2021, closing a stake of 134 shares — an estimated $3K sold.

RMR Wealth Builders first reported a position in SJI in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 218 funds tracked by Wall St. Rank hold SJI as of Q2 2021.

  • RMR Wealth Builders reported no remaining South Jersey Industries, Inc. position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 134 South Jersey Industries, Inc. shares in Q2 2021, an estimated $3K.
  • RMR Wealth Builders first reported a position in South Jersey Industries, Inc. in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's South Jersey Industries, Inc. position peaked at $3K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.