Edgestream Partners’s South Jersey Industries, Inc. SJI Stock Holding History

Edgestream Partners’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	-170,520	Closed	-$6.06M	–	685
2022 Q4	$6.06M	Sell	170,520 -13,554	-7%	-$468K	0.68%	21
2022 Q3	$6.15M	Buy	184,074 +149,113	+427%	+$5.08M	0.48%	56
2022 Q2	$1.19M	Buy	+34,961	New	+$1.2M	0.09%	289
2021 Q4	–	Sell	-43,267	Closed	-$920K	–	606
2021 Q3	$920K	Buy	43,267 +16,135	+59%	+$397K	0.06%	327
2021 Q2	$704K	Buy	+27,132	New	+$699K	0.04%	323

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

Edgestream Partners's SJI Position: Q1 2023 in Review

Edgestream Partners sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 170,520 shares — an estimated $6.06M sold.

Edgestream Partners first reported a position in SJI in Q2 2021 and held it in 5 quarters. The position peaked at $6.15M in Q3 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Edgestream Partners reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Edgestream Partners sold 170,520 South Jersey Industries, Inc. shares in Q1 2023, an estimated $6.06M.
Edgestream Partners first reported a position in South Jersey Industries, Inc. in Q2 2021 and held it in 5 quarters.
Edgestream Partners's South Jersey Industries, Inc. position peaked at $6.15M in Q3 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Edgestream Partners's 13F filing for Q1 2023, filed 15 May 2023.