CS
SJI

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

Credit Suisse’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
-233,718
Closed -$8.3M – 3948
2022
Q4 		$8.3M Buy
233,718
+24,196
+12% +$836K 0.01% 1008
2022
Q3 		$7M Buy
209,522
+67,048
+47% +$2.29M 0.01% 1082
2022
Q2 		$4.87M Sell
142,474
-35,396
-20% -$1.21M 0.01% 1294
2022
Q1 		$6.14M Buy
177,870
+76,337
+75% +$2.2M 0.01% 1330
2021
Q4 		$2.65M Sell
101,533
-14,096
-12% -$335K ﹤0.01% 2564
2021
Q3 		$2.46M Buy
115,629
+14,690
+15% +$362K ﹤0.01% 2667
2021
Q2 		$2.64M Buy
100,939
+6,250
+7% +$161K ﹤0.01% 2628
2021
Q1 		$2.14M Sell
94,689
-1,445,067
-94% -$34.2M ﹤0.01% 2768
2020
Q4 		$33.2M Sell
1,539,756
-316,896
-17% -$6.84M 0.02% 900
2020
Q3 		$35.8M Sell
1,856,652
-255,217
-12% -$5.71M 0.02% 755
2020
Q2 		$52.8M Buy
2,111,869
+2,051,346
+3,389% +$54.1M 0.04% 516
2020
Q1 		$1.51M Sell
60,523
-6,540
-10% -$193K ﹤0.01% 2324
2019
Q4 		$2.21M Buy
67,063
+1,860
+3% +$58.7K ﹤0.01% 2524
2019
Q3 		$2.15M Buy
65,203
+6,669
+11% +$218K ﹤0.01% 2415
2019
Q2 		$1.97M Sell
58,534
-2,244
-4% -$72.5K ﹤0.01% 2459
2019
Q1 		$1.95M Buy
60,778
+8,917
+17% +$270K ﹤0.01% 2391
2018
Q4 		$1.44M Buy
51,861
+9,846
+23% +$312K ﹤0.01% 2495
2018
Q3 		$1.48M Sell
42,015
-32,308
-43% -$1.1M ﹤0.01% 2574
2018
Q2 		$2.49M Buy
74,323
+5,118
+7% +$161K ﹤0.01% 2273
2018
Q1 		$1.95M Buy
69,205
+4,918
+8% +$138K ﹤0.01% 2446
2017
Q4 		$2.01M Sell
64,287
-23,815
-27% -$787K ﹤0.01% 2432
2017
Q3 		$3.04M Buy
88,102
+50,846
+136% +$1.76M ﹤0.01% 2186
2017
Q2 		$1.27M Sell
37,256
-27,425
-42% -$995K ﹤0.01% 2548
2017
Q1 		$2.31M Sell
64,681
-19,671
-23% -$660K ﹤0.01% 2248
2016
Q4 		$2.84M Buy
84,352
+25,361
+43% +$791K ﹤0.01% 2138
2016
Q3 		$1.74M Sell
58,991
-4,821
-8% -$148K ﹤0.01% 2483
2016
Q2 		$2.02M Buy
63,812
+34,228
+116% +$982K ﹤0.01% 2328
2016
Q1 		$842K Sell
29,584
-11,967
-29% -$307K ﹤0.01% 2852
2015
Q4 		$977K Sell
41,551
-35,440
-46% -$868K ﹤0.01% 2832
2015
Q3 		$1.95M Sell
76,991
-5,916
-7% -$145K ﹤0.01% 2276
2015
Q2 		$2.05M Buy
82,907
+44,409
+115% +$1.16M ﹤0.01% 2531
2015
Q1 		$1.04M Sell
38,498
-19,598
-34% -$559K ﹤0.01% 2933
2014
Q4 		$1.71M Buy
58,096
+9,350
+19% +$267K ﹤0.01% 2673
2014
Q3 		$1.3M Buy
48,746
+22,282
+84% +$626K ﹤0.01% 2830
2014
Q2 		$799K Sell
26,464
-9,960
-27% -$284K ﹤0.01% 3486
2014
Q1 		$1.02M Sell
36,424
-1,282
-3% -$35.2K ﹤0.01% 3101
2013
Q4 		$1.05M Buy
37,706
+5,410
+17% +$155K ﹤0.01% 3234
2013
Q3 		$946K Sell
32,296
-89,330
-73% -$2.64M ﹤0.01% 3009
2013
Q2 		$3.49M Buy
+121,626
New +$3.56M ﹤0.01% 1860

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Credit Suisse's SJI Position: Q1 2023 in Review

Credit Suisse sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 233,718 shares — an estimated $8.3M sold.

Credit Suisse first reported a position in SJI in Q2 2013 and held it in 39 quarters. The position peaked at $52.8M in Q2 2020. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Credit Suisse reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Credit Suisse sold 233,718 South Jersey Industries, Inc. shares in Q1 2023, an estimated $8.3M.
  • Credit Suisse first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 39 quarters.
  • Credit Suisse's South Jersey Industries, Inc. position peaked at $52.8M in Q2 2020.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.