Bank of Nova Scotia’s South Jersey Industries, Inc. SJI Stock Holding History

Bank of Nova Scotia’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	-9,105	Closed	-$324K	–	1278
2022 Q4	$324K	Hold	9,105	–	–	﹤0.01%	993
2022 Q3	$304K	Hold	9,105	–	–	﹤0.01%	1038
2022 Q2	$311K	Buy	+9,105	New	+$312K	﹤0.01%	1078
2020 Q4	–	Sell	-24,903	Closed	-$480K	–	1084
2020 Q3	$480K	Buy	24,903 +7,896	+46%	+$177K	﹤0.01%	901
2020 Q2	$425K	Buy	+17,007	New	+$448K	﹤0.01%	796

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

Bank of Nova Scotia's SJI Position: Q1 2023 in Review

Bank of Nova Scotia sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 9,105 shares — an estimated $324K sold.

Bank of Nova Scotia first reported a position in SJI in Q2 2020 and held it in 5 quarters. The position peaked at $480K in Q3 2020. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Bank of Nova Scotia reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Bank of Nova Scotia sold 9,105 South Jersey Industries, Inc. shares in Q1 2023, an estimated $324K.
Bank of Nova Scotia first reported a position in South Jersey Industries, Inc. in Q2 2020 and held it in 5 quarters.
Bank of Nova Scotia's South Jersey Industries, Inc. position peaked at $480K in Q3 2020.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Bank of Nova Scotia's 13F filing for Q1 2023, filed 11 May 2023.