Belpointe Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History

Belpointe Asset 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	-16,567	Closed	-$589K	–	3923
2022 Q4	$589K	Sell	16,567 -151	-0.9%	-$5.22K	0.04%	467
2022 Q3	$559K	Buy	16,718 +788	+5%	+$26.9K	0.04%	460
2022 Q2	$544K	Buy	15,930 +732	+5%	+$25.1K	0.04%	451
2022 Q1	$525K	Buy	15,198 +40	+0.3%	+$1.15K	0.03%	532
2021 Q4	$396K	Sell	15,158 -27	-0.2%	-$642	0.02%	602
2021 Q3	$323K	Buy	15,185 +1,956	+15%	+$48.2K	0.02%	655
2021 Q2	$343K	Buy	+13,229	New	+$341K	0.02%	628

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

Belpointe Asset Management's SJI Position: Q1 2023 in Review

Belpointe Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 16,567 shares — an estimated $589K sold.

Belpointe Asset Management first reported a position in SJI in Q2 2021 and held it in 7 quarters. The position peaked at $589K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Belpointe Asset Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Belpointe Asset Management sold 16,567 South Jersey Industries, Inc. shares in Q1 2023, an estimated $589K.
Belpointe Asset Management first reported a position in South Jersey Industries, Inc. in Q2 2021 and held it in 7 quarters.
Belpointe Asset Management's South Jersey Industries, Inc. position peaked at $589K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.