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

Delta 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	-700	Closed	-$24.9K	–	675
2022 Q4	$24.9K	Buy	+700	New	+$24.2K	﹤0.01%	310
2022 Q1	–	Sell	-700	Closed	-$18K	–	629
2021 Q4	$18K	Hold	700	–	–	﹤0.01%	372
2021 Q3	$15K	Hold	700	–	–	﹤0.01%	395
2021 Q2	$18K	Hold	700	–	–	﹤0.01%	373
2021 Q1	$16K	Hold	700	–	–	﹤0.01%	373
2020 Q4	$15K	Hold	700	–	–	﹤0.01%	367
2020 Q3	$13K	Hold	700	–	–	﹤0.01%	371
2020 Q2	$17K	Hold	700	–	–	﹤0.01%	341
2020 Q1	$18K	Hold	700	–	–	﹤0.01%	329
2019 Q4	$23K	Hold	700	–	–	﹤0.01%	329
2019 Q3	$23K	Hold	700	–	–	﹤0.01%	321
2019 Q2	$24K	Hold	700	–	–	﹤0.01%	292
2019 Q1	$22K	Hold	700	–	–	﹤0.01%	297
2018 Q4	$19K	Hold	700	–	–	﹤0.01%	344
2018 Q3	$25K	Hold	700	–	–	﹤0.01%	334
2018 Q2	$23K	Hold	700	–	–	﹤0.01%	335
2018 Q1	$20K	Hold	700	–	–	﹤0.01%	346
2017 Q4	$22K	Hold	700	–	–	﹤0.01%	338
2017 Q3	$24K	Sell	700 -140	-17%	-$4.86K	﹤0.01%	298
2017 Q2	$29K	Hold	840	–	–	﹤0.01%	281
2017 Q1	$30K	Hold	840	–	–	﹤0.01%	283
2016 Q4	$28K	Hold	840	–	–	﹤0.01%	293
2016 Q3	$25K	Hold	840	–	–	﹤0.01%	300
2016 Q2	$27K	Hold	840	–	–	﹤0.01%	292
2016 Q1	$24K	Hold	840	–	–	﹤0.01%	306
2015 Q4	$20K	Hold	840	–	–	﹤0.01%	334
2015 Q3	$21K	Hold	840	–	–	﹤0.01%	320
2015 Q2	$21K	Hold	840	–	–	﹤0.01%	336
2015 Q1	$23K	Hold	840	–	–	﹤0.01%	330
2014 Q4	$25K	Buy	+840	New	+$24K	﹤0.01%	327

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

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

Delta Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 700 shares — an estimated $24.9K sold.

Delta Asset Management first reported a position in SJI in Q4 2014 and held it in 30 quarters. The position peaked at $30K in Q1 2017. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Delta Asset Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Delta Asset Management sold 700 South Jersey Industries, Inc. shares in Q1 2023, an estimated $24.9K.
Delta Asset Management first reported a position in South Jersey Industries, Inc. in Q4 2014 and held it in 30 quarters.
Delta Asset Management's South Jersey Industries, Inc. position peaked at $30K in Q1 2017.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Delta Asset Management's 13F filing for Q1 2023, filed 12 May 2023.