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

Covestor’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	-329	Closed	-$12K	–	2789
2022 Q4	$12K	Sell	329 -1,308	-80%	-$45.2K	0.01%	1262
2022 Q3	$55K	Buy	1,637 +1,312	+404%	+$44.7K	0.05%	662
2022 Q2	$11K	Buy	325 +197	+154%	+$6.75K	0.01%	1201
2022 Q1	$4K	Sell	128 -134	-51%	-$3.87K	﹤0.01%	1587
2021 Q4	$7K	Buy	+262	New	+$6.23K	0.01%	1198

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

Covestor's SJI Position: Q1 2023 in Review

Covestor sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 329 shares — an estimated $12K sold.

Covestor first reported a position in SJI in Q4 2021 and held it in 5 quarters. The position peaked at $55K in Q3 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Covestor reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Covestor sold 329 South Jersey Industries, Inc. shares in Q1 2023, an estimated $12K.
Covestor first reported a position in South Jersey Industries, Inc. in Q4 2021 and held it in 5 quarters.
Covestor's South Jersey Industries, Inc. position peaked at $55K in Q3 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.