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

Cambridge Investment Research 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	-5,895	Closed	-$209K	–	3306
2022 Q4	$209K	Buy	+5,895	New	+$204K	﹤0.01%	2720
2021 Q3	–	Sell	-15,097	Closed	-$391K	–	3244
2021 Q2	$391K	Buy	+15,097	New	+$389K	﹤0.01%	2259
2015 Q4	–	Sell	-9,337	Closed	-$236K	–	1630
2015 Q3	$236K	Buy	9,337 +203	+2%	+$4.96K	0.01%	1164
2015 Q2	$226K	Buy	+9,134	New	+$239K	0.01%	1213

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

Cambridge Investment Research Advisors's SJI Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 5,895 shares — an estimated $209K sold.

Cambridge Investment Research Advisors first reported a position in SJI in Q2 2015 and held it in 4 quarters. The position peaked at $391K in Q2 2021. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Cambridge Investment Research Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 5,895 South Jersey Industries, Inc. shares in Q1 2023, an estimated $209K.
Cambridge Investment Research Advisors first reported a position in South Jersey Industries, Inc. in Q2 2015 and held it in 4 quarters.
Cambridge Investment Research Advisors's South Jersey Industries, Inc. position peaked at $391K in Q2 2021.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.