SSG
SJI

Summit Securities Group’s South Jersey Industries, Inc. SJI Stock Holding History

Summit Securities 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 		– Sell
-600
Closed -$21K – 1297
2022
Q1 		$21K Buy
+600
New +$17.3K ﹤0.01% 713

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Securities Group's SJI Position: Q2 2022 in Review

Summit Securities Group sold out of South Jersey Industries, Inc. (SJI) in Q2 2022, closing a stake of 600 shares — an estimated $21K sold.

Summit Securities Group first reported a position in SJI in Q1 2022 and held it in 1 quarter. The position peaked at $21K in Q1 2022. 292 funds tracked by Wall St. Rank hold SJI as of Q2 2022.

  • Summit Securities Group reported no remaining South Jersey Industries, Inc. position as of Q2 2022 after selling out during the quarter.
  • Summit Securities Group sold 600 South Jersey Industries, Inc. shares in Q2 2022, an estimated $21K.
  • Summit Securities Group first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 1 quarter.
  • Summit Securities Group's South Jersey Industries, Inc. position peaked at $21K in Q1 2022.
  • 292 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2022.

Based on Summit Securities Group's 13F filing for Q2 2022, filed 2 Aug 2022.