UBS Group
SJIV

UBS Group’s South Jersey Industries, Inc. Corporate Units SJIV Stock Holding History

UBS Group’s Portfolio SJIV Stock Details SJIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-774
Closed -$53K – 11473
2022
Q2 		$53K Sell
774
-19
-2% -$1.31K ﹤0.01% 5873
2022
Q1 		$55K Sell
793
-1,096
-58% -$66.3K ﹤0.01% 6409
2021
Q4 		$105K Buy
+1,889
New +$98.8K ﹤0.01% 6278
2021
Q3 		– Sell
-1,377
Closed -$77K – 10420
2021
Q2 		$77K Buy
+1,377
New +$76.4K ﹤0.01% 6080

Other funds holding SJIV

WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $5.16B AUM 9.8% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's SJIV Position: Q3 2022 in Review

UBS Group sold out of South Jersey Industries, Inc. Corporate Units (SJIV) in Q3 2022, closing a stake of 774 shares — an estimated $53K sold.

UBS Group first reported a position in SJIV in Q2 2021 and held it in 4 quarters. The position peaked at $105K in Q4 2021. 24 funds tracked by Wall St. Rank hold SJIV as of Q3 2022.

  • UBS Group reported no remaining South Jersey Industries, Inc. Corporate Units position as of Q3 2022 after selling out during the quarter.
  • UBS Group sold 774 South Jersey Industries, Inc. Corporate Units shares in Q3 2022, an estimated $53K.
  • UBS Group first reported a position in South Jersey Industries, Inc. Corporate Units in Q2 2021 and held it in 4 quarters.
  • UBS Group's South Jersey Industries, Inc. Corporate Units position peaked at $105K in Q4 2021.
  • 24 funds tracked by Wall St. Rank held South Jersey Industries, Inc. Corporate Units as of Q3 2022.

Based on UBS Group's 13F filing for Q3 2022, filed 10 Nov 2022.