API
SJI

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

Advisor Partners II’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
2023
Q1 		– Sell
-7,750
Closed -$275K – 1055
2022
Q4 		$275K Sell
7,750
-505
-6% -$17.4K 0.02% 717
2022
Q3 		$276K Buy
+8,255
New +$281K 0.02% 643

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Advisor Partners II's SJI Position: Q1 2023 in Review

Advisor Partners II sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 7,750 shares — an estimated $275K sold.

Advisor Partners II first reported a position in SJI in Q3 2022 and held it in 2 quarters. The position peaked at $276K in Q3 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Advisor Partners II reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Advisor Partners II sold 7,750 South Jersey Industries, Inc. shares in Q1 2023, an estimated $275K.
  • Advisor Partners II first reported a position in South Jersey Industries, Inc. in Q3 2022 and held it in 2 quarters.
  • Advisor Partners II's South Jersey Industries, Inc. position peaked at $276K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Advisor Partners II's 13F filing for Q1 2023, filed 15 May 2023.