EI
SJI

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

Ellevest Inc’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
-12,745
Closed -$453K – 2123
2022
Q4 		$453K Buy
12,745
+910
+8% +$31.4K 0.04% 137
2022
Q3 		$396K Sell
11,835
-119
-1% -$4.06K 0.04% 126
2022
Q2 		$408K Buy
11,954
+2,728
+30% +$93.4K 0.04% 133
2022
Q1 		$319K Buy
9,226
+4,202
+84% +$121K 0.03% 223
2021
Q4 		$131K Buy
5,024
+1,474
+42% +$35K 0.01% 355
2021
Q3 		$75K Sell
3,550
-695
-16% -$17.1K 0.01% 415
2021
Q2 		$110K Buy
4,245
+768
+22% +$19.8K 0.01% 358
2021
Q1 		$79K Buy
3,477
+1,194
+52% +$28.3K 0.01% 381
2020
Q4 		$49K Buy
2,283
+1,315
+136% +$28.4K 0.01% 464
2020
Q3 		$19K Buy
968
+433
+81% +$9.69K ﹤0.01% 534
2020
Q2 		$13K Sell
535
-267
-33% -$7.04K ﹤0.01% 570
2020
Q1 		$20K Buy
802
+259
+48% +$7.64K 0.01% 441
2019
Q4 		$18K Buy
+543
New +$17.1K 0.01% 439

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

Ellevest Inc's SJI Position: Q1 2023 in Review

Ellevest Inc sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 12,745 shares — an estimated $453K sold.

Ellevest Inc first reported a position in SJI in Q4 2019 and held it in 13 quarters. The position peaked at $453K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Ellevest Inc reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 12,745 South Jersey Industries, Inc. shares in Q1 2023, an estimated $453K.
  • Ellevest Inc first reported a position in South Jersey Industries, Inc. in Q4 2019 and held it in 13 quarters.
  • Ellevest Inc's South Jersey Industries, Inc. position peaked at $453K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.