CAM
SJI

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

Costello 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
-1,050
Closed -$37.3K – 223
2022
Q4 		$37.3K Sell
1,050
-1,350
-56% -$46.6K 0.03% 102
2022
Q3 		$80K Sell
2,400
-500
-17% -$17.1K 0.08% 72
2022
Q2 		$99K Sell
2,900
-400
-12% -$13.7K 0.09% 68
2022
Q1 		$114K Sell
3,300
-500
-13% -$14.4K 0.08% 78
2021
Q4 		$99K Sell
3,800
-750
-16% -$17.8K 0.06% 87
2021
Q3 		$97K Buy
4,550
+500
+12% +$12.3K 0.06% 82
2021
Q2 		$105K Sell
4,050
-100
-2% -$2.58K 0.07% 77
2021
Q1 		$94K Sell
4,150
-2,000
-33% -$47.3K 0.07% 82
2020
Q4 		$133K Sell
6,150
-700
-10% -$15.1K 0.1% 68
2020
Q3 		$132K Buy
6,850
+6,650
+3,325% +$149K 0.12% 61
2020
Q2 		$5K Buy
+200
New +$5.27K ﹤0.01% 190

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

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

Costello Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 1,050 shares — an estimated $37.3K sold.

Costello Asset Management first reported a position in SJI in Q2 2020 and held it in 11 quarters. The position peaked at $133K in Q4 2020. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Costello Asset Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Costello Asset Management sold 1,050 South Jersey Industries, Inc. shares in Q1 2023, an estimated $37.3K.
  • Costello Asset Management first reported a position in South Jersey Industries, Inc. in Q2 2020 and held it in 11 quarters.
  • Costello Asset Management's South Jersey Industries, Inc. position peaked at $133K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Costello Asset Management's 13F filing for Q1 2023, filed 5 May 2023.