Algert Global’s South Jersey Industries, Inc. SJI Stock Holding History

Algert Global’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	-40,420	Closed	-$1.44M	–	1367
2022 Q4	$1.44M	Hold	40,420	–	–	0.08%	420
2022 Q3	$1.35M	Buy	40,420 +10,472	+35%	+$357K	0.08%	421
2022 Q2	$1.02M	Buy	29,948 +1,720	+6%	+$58.9K	0.08%	467
2022 Q1	$975K	Buy	+28,228	New	+$814K	0.06%	534
2021 Q4	–	Sell	-9,892	Closed	-$210K	–	1160
2021 Q3	$210K	Buy	+9,892	New	+$244K	0.03%	897

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

Algert Global's SJI Position: Q1 2023 in Review

Algert Global sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 40,420 shares — an estimated $1.44M sold.

Algert Global first reported a position in SJI in Q3 2021 and held it in 5 quarters. The position peaked at $1.44M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Algert Global reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Algert Global sold 40,420 South Jersey Industries, Inc. shares in Q1 2023, an estimated $1.44M.
Algert Global first reported a position in South Jersey Industries, Inc. in Q3 2021 and held it in 5 quarters.
Algert Global's South Jersey Industries, Inc. position peaked at $1.44M in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Algert Global's 13F filing for Q1 2023, filed 12 May 2023.