CFS
SJI

CRA Financial Services’s South Jersey Industries, Inc. SJI Stock Holding History

CRA Financial Services’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
-20,580
Closed -$731K – 213
2022
Q4 		$731K Sell
20,580
-675
-3% -$23.3K 0.24% 81
2022
Q3 		$710K Hold
21,255
– – 0.26% 72
2022
Q2 		$726K Hold
21,255
– – 0.25% 80
2022
Q1 		$734K Sell
21,255
-32,488
-60% -$937K 0.22% 91
2021
Q4 		$1.4M Buy
53,743
+33,442
+165% +$795K 0.42% 42
2021
Q3 		$432K Buy
20,301
+3,030
+18% +$74.6K 0.15% 117
2021
Q2 		$448K Buy
17,271
+250
+1% +$6.44K 0.16% 112
2021
Q1 		$384K Buy
17,021
+2,838
+20% +$67.2K 0.15% 109
2020
Q4 		$306K Buy
+14,183
New +$306K 0.13% 117
2020
Q3 		– Sell
-11,661
Closed -$291K – 153
2020
Q2 		$291K Sell
11,661
-580
-5% -$15.3K 0.15% 104
2020
Q1 		$306K Buy
12,241
+1,523
+14% +$44.9K 0.2% 101
2019
Q4 		$353K Buy
10,718
+1,063
+11% +$33.5K 0.19% 102
2019
Q3 		$318K Hold
9,655
– – 0.19% 100
2019
Q2 		$326K Sell
9,655
-154
-2% -$4.98K 0.2% 101
2019
Q1 		$315K Sell
9,809
-600
-6% -$18.2K 0.21% 103
2018
Q4 		$289K Buy
+10,409
New +$330K 0.21% 105

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

CRA Financial Services's SJI Position: Q1 2023 in Review

CRA Financial Services sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 20,580 shares — an estimated $731K sold.

CRA Financial Services first reported a position in SJI in Q4 2018 and held it in 16 quarters. The position peaked at $1.4M in Q4 2021. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • CRA Financial Services reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • CRA Financial Services sold 20,580 South Jersey Industries, Inc. shares in Q1 2023, an estimated $731K.
  • CRA Financial Services first reported a position in South Jersey Industries, Inc. in Q4 2018 and held it in 16 quarters.
  • CRA Financial Services's South Jersey Industries, Inc. position peaked at $1.4M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on CRA Financial Services's 13F filing for Q1 2023, filed 6 Apr 2023.