RAFFA WEALTH MANAGEMENT, LLC’s South Jersey Industries, Inc. SJI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q3	–	Sell	-53	Closed	-$1.81K	–	1205
2022 Q2	$1.81K	Buy	+53	New	+$1.81K	﹤0.01%	633
2021 Q4	–	Sell	-13	Closed	-$276	–	1150
2021 Q3	$276	Buy	+13	New	+$320	﹤0.01%	1095
2020 Q3	–	Sell	-32	Closed	-$800	–	913
2020 Q2	$800	Buy	+32	New	+$844	﹤0.01%	722
2017 Q1	–	Sell	-44	Closed	-$1.48K	–	875
2016 Q4	$1.48K	Hold	44	–	–	﹤0.01%	327
2016 Q3	$1.3K	Hold	44	–	–	﹤0.01%	351
2016 Q2	$1.39K	Hold	44	–	–	﹤0.01%	320
2016 Q1	$1.25K	Hold	44	–	–	﹤0.01%	349
2015 Q4	$1.03K	Hold	44	–	–	﹤0.01%	380
2015 Q3	$1.11K	Hold	44	–	–	﹤0.01%	359
2015 Q2	$1.09K	Hold	44	–	–	﹤0.01%	372
2015 Q1	$1.19K	Hold	44	–	–	﹤0.01%	345
2014 Q4	$1.3K	Hold	44	–	–	﹤0.01%	305
2014 Q3	$1.17K	Buy	+44	New	+$1.24K	﹤0.01%	316
2014 Q1	–	Sell	-44	Closed	-$1.3K	–	748
2013 Q4	$1.3K	Buy	+44	New	+$1.26K	﹤0.01%	305

Other funds holding SJI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SJI Position: Q3 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of South Jersey Industries, Inc. (SJI) in Q3 2022, closing a stake of 53 shares — an estimated $1.81K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SJI in Q4 2013 and held it in 14 quarters. The position peaked at $1.81K in Q2 2022. 284 funds tracked by Wall St. Rank hold SJI as of Q3 2022.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining South Jersey Industries, Inc. position as of Q3 2022 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 53 South Jersey Industries, Inc. shares in Q3 2022, an estimated $1.81K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in South Jersey Industries, Inc. in Q4 2013 and held it in 14 quarters.
RAFFA WEALTH MANAGEMENT, LLC's South Jersey Industries, Inc. position peaked at $1.81K in Q2 2022.
284 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2022, filed 27 Jul 2026.