Rockbridge Investment Management’s South Jersey Industries, Inc. SJI Stock Holding History

Rockbridge Investment Management’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	-132	Closed	-$4.51K	–	637
2022 Q2	$4.51K	Hold	132	–	–	﹤0.01%	473
2022 Q1	$4.6K	Hold	132	–	–	﹤0.01%	637
2021 Q4	$3K	Hold	132	–	–	﹤0.01%	711
2021 Q3	$3K	Hold	132	–	–	﹤0.01%	660
2021 Q2	$3K	Hold	132	–	–	﹤0.01%	661
2021 Q1	$3K	Hold	132	–	–	﹤0.01%	635
2020 Q4	$3K	Hold	132	–	–	﹤0.01%	617
2020 Q3	$3K	Hold	132	–	–	﹤0.01%	575
2020 Q2	$3K	Buy	+132	New	+$3.48K	﹤0.01%	548

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 $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B 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

Rockbridge Investment Management's SJI Position: Q3 2022 in Review

Rockbridge Investment Management sold out of South Jersey Industries, Inc. (SJI) in Q3 2022, closing a stake of 132 shares — an estimated $4.51K sold.

Rockbridge Investment Management first reported a position in SJI in Q2 2020 and held it in 9 quarters. The position peaked at $4.6K in Q1 2022. 284 funds tracked by Wall St. Rank hold SJI as of Q3 2022.

Rockbridge Investment Management reported no remaining South Jersey Industries, Inc. position as of Q3 2022 after selling out during the quarter.
Rockbridge Investment Management sold 132 South Jersey Industries, Inc. shares in Q3 2022, an estimated $4.51K.
Rockbridge Investment Management first reported a position in South Jersey Industries, Inc. in Q2 2020 and held it in 9 quarters.
Rockbridge Investment Management's South Jersey Industries, Inc. position peaked at $4.6K in Q1 2022.
284 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.