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

Ergoteles’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	-168,078	Closed	-$5.97M	–	2006
2022 Q4	$5.97M	Sell	168,078 -94,458	-36%	-$3.26M	0.22%	104
2022 Q3	$8.77M	Buy	262,536 +245,530	+1,444%	+$8.37M	0.31%	55
2022 Q2	$581K	Buy	+17,006	New	+$582K	0.02%	775
2022 Q1	–	Sell	-746,787	Closed	-$19.5M	–	1752
2021 Q4	$19.5M	Buy	+746,787	New	+$17.7M	0.76%	22
2021 Q2	–	Sell	-355,811	Closed	-$8.03M	–	1750
2021 Q1	$8.03M	Buy	+355,811	New	+$8.42M	0.25%	102

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

Ergoteles's SJI Position: Q1 2023 in Review

Ergoteles sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 168,078 shares — an estimated $5.97M sold.

Ergoteles first reported a position in SJI in Q1 2021 and held it in 5 quarters. The position peaked at $19.5M in Q4 2021. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Ergoteles reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 168,078 South Jersey Industries, Inc. shares in Q1 2023, an estimated $5.97M.
Ergoteles first reported a position in South Jersey Industries, Inc. in Q1 2021 and held it in 5 quarters.
Ergoteles's South Jersey Industries, Inc. position peaked at $19.5M in Q4 2021.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

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