USAA
SJI

United Services Automobile Association’s South Jersey Industries, Inc. SJI Stock Holding History

United Services Automobile Association’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
2023
Q1 		– Sell
-13,235
Closed -$470K – 555
2022
Q4 		$470K Hold
13,235
– – 0.01% 449
2022
Q3 		$443K Buy
13,235
+1,206
+10% +$41.1K 0.01% 445
2022
Q2 		$410K Buy
+12,029
New +$412K 0.01% 471
2019
Q3 		– Sell
-14,200
Closed -$479K – 1925
2019
Q2 		$479K Hold
14,200
– – ﹤0.01% 1648
2019
Q1 		$455K Buy
14,200
+1,076
+8% +$32.6K ﹤0.01% 1672
2018
Q4 		$365K Hold
13,124
– – ﹤0.01% 1704
2018
Q3 		$463K Sell
13,124
-897
-6% -$30.5K ﹤0.01% 1719
2018
Q2 		$469K Buy
14,021
+1,536
+12% +$48.2K ﹤0.01% 1710
2018
Q1 		$352K Buy
+12,485
New +$351K ﹤0.01% 1832
2017
Q3 		– Sell
-24,060
Closed -$822K – 1465
2017
Q2 		$822K Hold
24,060
– – ﹤0.01% 1204
2017
Q1 		$858K Buy
+24,060
New +$807K ﹤0.01% 1108
2016
Q3 		– Sell
-22,080
Closed -$698K – 1338
2016
Q2 		$698K Hold
22,080
– – ﹤0.01% 1117
2016
Q1 		$628K Hold
22,080
– – ﹤0.01% 1124
2015
Q4 		$519K Buy
+22,080
New +$541K ﹤0.01% 1196

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

United Services Automobile Association's SJI Position: Q1 2023 in Review

United Services Automobile Association sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 13,235 shares — an estimated $470K sold.

United Services Automobile Association first reported a position in SJI in Q4 2015 and held it in 14 quarters. The position peaked at $858K in Q1 2017. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • United Services Automobile Association reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • United Services Automobile Association sold 13,235 South Jersey Industries, Inc. shares in Q1 2023, an estimated $470K.
  • United Services Automobile Association first reported a position in South Jersey Industries, Inc. in Q4 2015 and held it in 14 quarters.
  • United Services Automobile Association's South Jersey Industries, Inc. position peaked at $858K in Q1 2017.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on United Services Automobile Association's 13F filing for Q1 2023, filed 15 May 2023.