Beacon Investment Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Beacon Investment Advisors’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	-52,024	Closed	-$1.85M	–	132
2022 Q4	$1.85M	Buy	+52,024	New	+$1.8M	1.54%	15

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 Investment Advisors's SJI Position: Q1 2023 in Review

Beacon Investment Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 52,024 shares — an estimated $1.85M sold.

Beacon Investment Advisors first reported a position in SJI in Q4 2022 and held it in 1 quarter. The position peaked at $1.85M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Beacon Investment Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Beacon Investment Advisors sold 52,024 South Jersey Industries, Inc. shares in Q1 2023, an estimated $1.85M.
Beacon Investment Advisors first reported a position in South Jersey Industries, Inc. in Q4 2022 and held it in 1 quarter.
Beacon Investment Advisors's South Jersey Industries, Inc. position peaked at $1.85M in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Beacon Investment Advisors's 13F filing for Q1 2023, filed 12 May 2023.