Blue Trust Inc’s South Jersey Industries, Inc. SJI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-273
Closed -$9K – 2667
2023
Q1
$9K Buy
273
+13
+5% +$466 ﹤0.01% 1649
2022
Q4
$9K Buy
260
+130
+100% +$4.49K ﹤0.01% 1575
2022
Q3
$4K Hold
130
– – ﹤0.01% 1658
2022
Q2
$4K Buy
+130
New +$4.45K ﹤0.01% 1538

Blue Trust Inc's SJI Position: Q2 2023 in Review

Blue Trust Inc sold out of South Jersey Industries, Inc. (SJI) in Q2 2023, closing a stake of 273 shares — an estimated $9K sold.

Blue Trust Inc first reported a position in SJI in Q2 2022 and held it in 4 quarters. The position peaked at $9K in Q1 2023. 0 funds tracked by Wall St. Rank hold SJI as of Q2 2023.

  • Blue Trust Inc reported no remaining South Jersey Industries, Inc. position as of Q2 2023 after selling out during the quarter.
  • Blue Trust Inc sold 273 South Jersey Industries, Inc. shares in Q2 2023, an estimated $9K.
  • Blue Trust Inc first reported a position in South Jersey Industries, Inc. in Q2 2022 and held it in 4 quarters.
  • Blue Trust Inc's South Jersey Industries, Inc. position peaked at $9K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.