Crossmark Global Holdings’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,111
| Closed | -$324K | – | 1327 |
|
|
2022
Q4 | $324K | Sell |
9,111
-49
| -0.5% | -$1.69K | 0.01% | 989 |
|
|
2022
Q3 | $306K | Sell |
9,160
-180
| -2% | -$6.14K | 0.01% | 983 |
|
|
2022
Q2 | $319K | Buy |
9,340
+80
| +0.9% | +$2.74K | 0.01% | 1007 |
|
|
2022
Q1 | $320K | Buy |
9,260
+200
| +2% | +$5.77K | 0.01% | 1109 |
|
|
2021
Q4 | $237K | Buy |
+9,060
| New | +$215K | 0.01% | 1269 |
|
|
2020
Q1 | – | Sell |
-6,860
| Closed | -$226K | – | 1388 |
|
|
2019
Q4 | $226K | Hold |
6,860
| – | – | 0.01% | 1282 |
|
|
2019
Q3 | $226K | Sell |
6,860
-200
| -3% | -$6.53K | 0.01% | 1210 |
|
|
2019
Q2 | $238K | Buy |
7,060
+314
| +5% | +$10.2K | 0.01% | 1209 |
|
|
2019
Q1 | $216K | Buy |
+6,746
| New | +$204K | 0.01% | 1281 |
|
|
2018
Q4 | – | Sell |
-11,796
| Closed | -$416K | – | 1583 |
|
|
2018
Q3 | $416K | Buy |
11,796
+280
| +2% | +$9.51K | 0.01% | 1090 |
|
|
2018
Q2 | $385K | Sell |
11,516
-200
| -2% | -$6.28K | 0.01% | 1130 |
|
|
2018
Q1 | $330K | Sell |
11,716
-3,066
| -21% | -$86.2K | 0.01% | 1202 |
|
|
2017
Q4 | $462K | Sell |
14,782
-2,224
| -13% | -$73.5K | 0.01% | 1053 |
|
|
2017
Q3 | $587K | Buy |
+17,006
| New | +$590K | 0.02% | 864 |
|
|
2016
Q3 | $587K | Buy |
+17,006
| New | +$521K | 0.02% | 864 |
|
Other funds holding SJI
Crossmark Global Holdings's SJI Position: Q1 2023 in Review
Crossmark Global Holdings sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 9,111 shares — an estimated $324K sold.
Crossmark Global Holdings first reported a position in SJI in Q3 2016 and held it in 15 quarters. The position peaked at $587K in Q3 2017. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.
- Crossmark Global Holdings reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
- Crossmark Global Holdings sold 9,111 South Jersey Industries, Inc. shares in Q1 2023, an estimated $324K.
- Crossmark Global Holdings first reported a position in South Jersey Industries, Inc. in Q3 2016 and held it in 15 quarters.
- Crossmark Global Holdings's South Jersey Industries, Inc. position peaked at $587K in Q3 2017.
- 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.
Based on Crossmark Global Holdings's 13F filing for Q1 2023, filed 12 May 2023.