TCM
SJI

Triumph Capital Management’s South Jersey Industries, Inc. SJI Stock Holding History

Triumph Capital 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
Q1 		– Sell
-11,297
Closed -$295K – 265
2021
Q4 		$295K Sell
11,297
-3,761
-25% -$89.4K 0.13% 154
2021
Q3 		$324K Buy
15,058
+1,933
+15% +$47.6K 0.15% 139
2021
Q2 		$340K Buy
+13,125
New +$338K 0.2% 116

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

Triumph Capital Management's SJI Position: Q1 2022 in Review

Triumph Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2022, closing a stake of 11,297 shares — an estimated $295K sold.

Triumph Capital Management first reported a position in SJI in Q2 2021 and held it in 3 quarters. The position peaked at $340K in Q2 2021. 302 funds tracked by Wall St. Rank hold SJI as of Q1 2022.

  • Triumph Capital Management reported no remaining South Jersey Industries, Inc. position as of Q1 2022 after selling out during the quarter.
  • Triumph Capital Management sold 11,297 South Jersey Industries, Inc. shares in Q1 2022, an estimated $295K.
  • Triumph Capital Management first reported a position in South Jersey Industries, Inc. in Q2 2021 and held it in 3 quarters.
  • Triumph Capital Management's South Jersey Industries, Inc. position peaked at $340K in Q2 2021.
  • 302 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2022.

Based on Triumph Capital Management's 13F filing for Q1 2022, filed 3 May 2022.