SWP
SJI

Strategic Wealth Partners’s South Jersey Industries, Inc. SJI Stock Holding History

Strategic Wealth Partners’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
Q1 		– Sell
-16,116
Closed -$421K – 293
2021
Q4 		$421K Buy
+16,116
New +$383K 0.08% 213

Other funds holding SJI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Strategic Wealth Partners's SJI Position: Q1 2022 in Review

Strategic Wealth Partners sold out of South Jersey Industries, Inc. (SJI) in Q1 2022, closing a stake of 16,116 shares — an estimated $421K sold.

Strategic Wealth Partners first reported a position in SJI in Q4 2021 and held it in 1 quarter. The position peaked at $421K in Q4 2021. 302 funds tracked by Wall St. Rank hold SJI as of Q1 2022.

  • Strategic Wealth Partners reported no remaining South Jersey Industries, Inc. position as of Q1 2022 after selling out during the quarter.
  • Strategic Wealth Partners sold 16,116 South Jersey Industries, Inc. shares in Q1 2022, an estimated $421K.
  • Strategic Wealth Partners first reported a position in South Jersey Industries, Inc. in Q4 2021 and held it in 1 quarter.
  • Strategic Wealth Partners's South Jersey Industries, Inc. position peaked at $421K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2022.

Based on Strategic Wealth Partners's 13F filing for Q1 2022, filed 19 May 2022.