Cary Street Partners Investment Advisory’s South Jersey Industries, Inc. SJI Stock Holding History

Cary Street Partners Investment Advisory’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	-400	Closed	-$14.2K	–	1739
2022 Q4	$14.2K	Buy	+400	New	+$13.8K	﹤0.01%	1058
2020 Q4	–	Sell	-510	Closed	-$10K	–	925
2020 Q3	$10K	Buy	+510	New	+$11.4K	﹤0.01%	770

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 Investment Advisory's SJI Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 400 shares — an estimated $14.2K sold.

Cary Street Partners Investment Advisory first reported a position in SJI in Q3 2020 and held it in 2 quarters. The position peaked at $14.2K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Cary Street Partners Investment Advisory reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 400 South Jersey Industries, Inc. shares in Q1 2023, an estimated $14.2K.
Cary Street Partners Investment Advisory first reported a position in South Jersey Industries, Inc. in Q3 2020 and held it in 2 quarters.
Cary Street Partners Investment Advisory's South Jersey Industries, Inc. position peaked at $14.2K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

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