Zimmer Partners’s South Jersey Industries, Inc. SJI Stock Holding History

Zimmer Partners’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	-25,000	Closed	-$864K	–	135
2022 Q1	$864K	Buy	+25,000	New	+$721K	0.01%	109
2021 Q2	–	Sell	-2,259,113	Closed	-$51M	–	234
2021 Q1	$51M	Buy	+2,259,113	New	+$53.5M	0.69%	43
2020 Q3	–	Sell	-750,000	Closed	-$18.7M	–	168
2020 Q2	$18.7M	Buy	+750,000	New	+$19.8M	0.25%	65

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

Zimmer Partners's SJI Position: Q2 2022 in Review

Zimmer Partners sold out of South Jersey Industries, Inc. (SJI) in Q2 2022, closing a stake of 25,000 shares — an estimated $864K sold.

Zimmer Partners first reported a position in SJI in Q2 2020 and held it in 3 quarters. The position peaked at $51M in Q1 2021. 292 funds tracked by Wall St. Rank hold SJI as of Q2 2022.

Zimmer Partners reported no remaining South Jersey Industries, Inc. position as of Q2 2022 after selling out during the quarter.
Zimmer Partners sold 25,000 South Jersey Industries, Inc. shares in Q2 2022, an estimated $864K.
Zimmer Partners first reported a position in South Jersey Industries, Inc. in Q2 2020 and held it in 3 quarters.
Zimmer Partners's South Jersey Industries, Inc. position peaked at $51M in Q1 2021.
292 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2022.

Based on Zimmer Partners's 13F filing for Q2 2022, filed 15 Aug 2022.