BCMLT
SJI

Beacon Capital Management LLC (Tennessee)’s South Jersey Industries, Inc. SJI Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-206
Closed -$7.32K – 1025
2022
Q4 		$7.32K Buy
+206
New +$7.12K ﹤0.01% 571

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

Beacon Capital Management LLC (Tennessee)'s SJI Position: Q1 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 206 shares — an estimated $7.32K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SJI in Q4 2022 and held it in 1 quarter. The position peaked at $7.32K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Beacon Capital Management LLC (Tennessee) reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 206 South Jersey Industries, Inc. shares in Q1 2023, an estimated $7.32K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in South Jersey Industries, Inc. in Q4 2022 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s South Jersey Industries, Inc. position peaked at $7.32K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2023, filed 20 Apr 2023.