Cary Street Partners Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History

Cary Street Partners 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	-510	Closed	-$18.1K	–	453
2022 Q4	$18.1K	Hold	510	–	–	﹤0.01%	329
2022 Q3	$17K	Buy	+510	New	+$17.4K	﹤0.01%	295

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

Cary Street Partners Asset Management's SJI Position: Q1 2023 in Review

Cary Street Partners Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 510 shares — an estimated $18.1K sold.

Cary Street Partners Asset Management first reported a position in SJI in Q3 2022 and held it in 2 quarters. The position peaked at $18.1K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Cary Street Partners Asset Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 510 South Jersey Industries, Inc. shares in Q1 2023, an estimated $18.1K.
Cary Street Partners Asset Management first reported a position in South Jersey Industries, Inc. in Q3 2022 and held it in 2 quarters.
Cary Street Partners Asset Management's South Jersey Industries, Inc. position peaked at $18.1K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q1 2023, filed 12 May 2023.