UBS Group
SJIU

UBS Group’s South Jersey Industries, Inc. SJIU Stock Holding History

UBS Group’s Portfolio SJIU Stock Details SJIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,190
Closed -$42K – 9844
2020
Q4 		$42K Buy
1,190
+35
+3% +$1.3K ﹤0.01% 6350
2020
Q3 		$39K Buy
+1,155
New +$44.4K ﹤0.01% 5824

Other funds holding SJIU

WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
PSC
Piper Sandler & Co Minneapolis, Minnesota $135M AUM 0.15% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

UBS Group's SJIU Position: Q1 2021 in Review

UBS Group sold out of South Jersey Industries, Inc. (SJIU) in Q1 2021, closing a stake of 1,190 shares — an estimated $42K sold.

UBS Group first reported a position in SJIU in Q3 2020 and held it in 2 quarters. The position peaked at $42K in Q4 2020. 22 funds tracked by Wall St. Rank hold SJIU as of Q1 2021.

  • UBS Group reported no remaining South Jersey Industries, Inc. position as of Q1 2021 after selling out during the quarter.
  • UBS Group sold 1,190 South Jersey Industries, Inc. shares in Q1 2021, an estimated $42K.
  • UBS Group first reported a position in South Jersey Industries, Inc. in Q3 2020 and held it in 2 quarters.
  • UBS Group's South Jersey Industries, Inc. position peaked at $42K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2021.

Based on UBS Group's 13F filing for Q1 2021, filed 12 May 2021.