TWM
SJI

Titus Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History

Titus Wealth 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
Q2 		$220K Buy
6,432
+56
+0.9% +$1.92K 0.11% 145
2022
Q1 		$220K Buy
+6,376
New +$184K 0.1% 153

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

Titus Wealth Management's SJI Position: Q2 2022 in Review

Titus Wealth Management increased its South Jersey Industries, Inc. (SJI) stake by 0.88% in Q2 2022, buying an estimated $1.92K and bringing the position to 6,432 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #145.

Titus Wealth Management first reported a position in SJI in Q1 2022 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold SJI as of Q2 2022.

  • Titus Wealth Management held 6,432 shares of South Jersey Industries, Inc. worth $220K as of Q2 2022.
  • Titus Wealth Management bought 56 South Jersey Industries, Inc. shares in Q2 2022, an estimated $1.92K.
  • South Jersey Industries, Inc. made up 0.11% of Titus Wealth Management's portfolio in Q2 2022, its #145 holding.
  • Titus Wealth Management first reported a position in South Jersey Industries, Inc. in Q1 2022 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.