WBI Investments’s South Jersey Industries, Inc. SJI Stock Holding History

WBI Investments’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	-24,555	Closed	-$848K	–	220
2022 Q1	$848K	Hold	24,555	–	–	0.14%	127
2021 Q4	$641K	Buy	+24,555	New	+$584K	0.1%	119
2021 Q3	–	Sell	-43,922	Closed	-$1.14M	–	242
2021 Q2	$1.14M	Buy	+43,922	New	+$1.13M	0.18%	98

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

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

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

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 Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

WBI Investments's SJI Position: Q2 2022 in Review

WBI Investments sold out of South Jersey Industries, Inc. (SJI) in Q2 2022, closing a stake of 24,555 shares — an estimated $848K sold.

WBI Investments first reported a position in SJI in Q2 2021 and held it in 3 quarters. The position peaked at $1.14M in Q2 2021. 293 funds tracked by Wall St. Rank hold SJI as of Q2 2022.

WBI Investments reported no remaining South Jersey Industries, Inc. position as of Q2 2022 after selling out during the quarter.
WBI Investments sold 24,555 South Jersey Industries, Inc. shares in Q2 2022, an estimated $848K.
WBI Investments first reported a position in South Jersey Industries, Inc. in Q2 2021 and held it in 3 quarters.
WBI Investments's South Jersey Industries, Inc. position peaked at $1.14M in Q2 2021.
293 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2022.

Based on WBI Investments's 13F filing for Q2 2022, filed 25 Jul 2022.