TC
SJI

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

TwinBeech Capital’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
2021
Q4 		– Sell
-78,345
Closed -$1.67M – 880
2021
Q3 		$1.67M Buy
+78,345
New +$1.93M 0.12% 246
2021
Q2 		– Sell
-26,624
Closed -$601K – 710
2021
Q1 		$601K Buy
+26,624
New +$630K 0.09% 271

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TwinBeech Capital's SJI Position: Q4 2021 in Review

TwinBeech Capital sold out of South Jersey Industries, Inc. (SJI) in Q4 2021, closing a stake of 78,345 shares — an estimated $1.67M sold.

TwinBeech Capital first reported a position in SJI in Q1 2021 and held it in 2 quarters. The position peaked at $1.67M in Q3 2021. 250 funds tracked by Wall St. Rank hold SJI as of Q4 2021.

  • TwinBeech Capital reported no remaining South Jersey Industries, Inc. position as of Q4 2021 after selling out during the quarter.
  • TwinBeech Capital sold 78,345 South Jersey Industries, Inc. shares in Q4 2021, an estimated $1.67M.
  • TwinBeech Capital first reported a position in South Jersey Industries, Inc. in Q1 2021 and held it in 2 quarters.
  • TwinBeech Capital's South Jersey Industries, Inc. position peaked at $1.67M in Q3 2021.
  • 250 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2021.

Based on TwinBeech Capital's 13F filing for Q4 2021, filed 14 Feb 2022.