WHG
SJIV

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

Westwood Holdings 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
2021
Q2 		– Sell
-200,000
Closed -$9.94M – 492
2021
Q1 		$9.94M Buy
+200,000
New +$9.99M 0.1% 211

Other funds holding SJIV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $5.16B AUM 9.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Westwood Holdings Group's SJIV Position: Q2 2021 in Review

Westwood Holdings Group sold out of South Jersey Industries, Inc. Corporate Units (SJIV) in Q2 2021, closing a stake of 200,000 shares — an estimated $9.94M sold.

Westwood Holdings Group first reported a position in SJIV in Q1 2021 and held it in 1 quarter. The position peaked at $9.94M in Q1 2021. 27 funds tracked by Wall St. Rank hold SJIV as of Q2 2021.

  • Westwood Holdings Group reported no remaining South Jersey Industries, Inc. Corporate Units position as of Q2 2021 after selling out during the quarter.
  • Westwood Holdings Group sold 200,000 South Jersey Industries, Inc. Corporate Units shares in Q2 2021, an estimated $9.94M.
  • Westwood Holdings Group first reported a position in South Jersey Industries, Inc. Corporate Units in Q1 2021 and held it in 1 quarter.
  • Westwood Holdings Group's South Jersey Industries, Inc. Corporate Units position peaked at $9.94M in Q1 2021.
  • 27 funds tracked by Wall St. Rank held South Jersey Industries, Inc. Corporate Units as of Q2 2021.

Based on Westwood Holdings Group's 13F filing for Q2 2021, filed 16 Aug 2021.