UFF
SJI

USA Financial Formulas’s South Jersey Industries, Inc. SJI Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-860
Closed -$30K – 473
2022
Q1 		$30K Buy
+860
New +$24.8K 0.03% 146

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

USA Financial Formulas's SJI Position: Q2 2022 in Review

USA Financial Formulas sold out of South Jersey Industries, Inc. (SJI) in Q2 2022, closing a stake of 860 shares — an estimated $30K sold.

USA Financial Formulas first reported a position in SJI in Q1 2022 and held it in 1 quarter. The position peaked at $30K in Q1 2022. 293 funds tracked by Wall St. Rank hold SJI as of Q2 2022.

  • USA Financial Formulas reported no remaining South Jersey Industries, Inc. position as of Q2 2022 after selling out during the quarter.
  • USA Financial Formulas sold 860 South Jersey Industries, Inc. shares in Q2 2022, an estimated $30K.
  • USA Financial Formulas first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 1 quarter.
  • USA Financial Formulas's South Jersey Industries, Inc. position peaked at $30K in Q1 2022.
  • 293 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2022.

Based on USA Financial Formulas's 13F filing for Q2 2022, filed 15 Aug 2022.