DI
SJI

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

Disciplined Investments’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
-16
Closed -$568 – 1720
2022
Q4 		$568 Sell
16
-2
-11% -$69 ﹤0.01% 1145
2022
Q3 		$1K Sell
18
-1
-5% -$34 ﹤0.01% 1180
2022
Q2 		$1K Buy
19
+3
+19% +$103 ﹤0.01% 1207
2022
Q1 		$1K Buy
+16
New +$462 ﹤0.01% 1295

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

Disciplined Investments's SJI Position: Q1 2023 in Review

Disciplined Investments sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 16 shares — an estimated $568 sold.

Disciplined Investments first reported a position in SJI in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Disciplined Investments reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 South Jersey Industries, Inc. shares in Q1 2023, an estimated $568.
  • Disciplined Investments first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 4 quarters.
  • Disciplined Investments's South Jersey Industries, Inc. position peaked at $1K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Disciplined Investments's 13F filing for Q1 2023, filed 10 May 2023.