BCK Capital Management’s South Jersey Industries, Inc. SJI Stock Holding History

BCK Capital Management’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	-59,000	Closed	-$2.1M	–	94
2022 Q4	$2.1M	Hold	59,000	–	–	2.16%	13
2022 Q3	$1.97M	Hold	59,000	–	–	1.42%	18
2022 Q2	$2.01M	Hold	59,000	–	–	1.56%	21
2022 Q1	$2.04M	Buy	+59,000	New	+$1.7M	1.22%	23

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

BCK Capital Management's SJI Position: Q1 2023 in Review

BCK Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 59,000 shares — an estimated $2.1M sold.

BCK Capital Management first reported a position in SJI in Q1 2022 and held it in 4 quarters. The position peaked at $2.1M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

BCK Capital Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
BCK Capital Management sold 59,000 South Jersey Industries, Inc. shares in Q1 2023, an estimated $2.1M.
BCK Capital Management first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 4 quarters.
BCK Capital Management's South Jersey Industries, Inc. position peaked at $2.1M in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on BCK Capital Management's 13F filing for Q1 2023, filed 12 May 2023.