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

Ethic 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	-30,660	Closed	-$1.09M	–	1021
2022 Q4	$1.09M	Buy	30,660 +10,145	+49%	+$350K	0.06%	357
2022 Q3	$686K	Sell	20,515 -534	-3%	-$18.2K	0.05%	416
2022 Q2	$719K	Buy	21,049 +3,542	+20%	+$121K	0.05%	388
2022 Q1	$605K	Buy	+17,507	New	+$505K	0.04%	414

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

Ethic Inc's SJI Position: Q1 2023 in Review

Ethic Inc sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 30,660 shares — an estimated $1.09M sold.

Ethic Inc first reported a position in SJI in Q1 2022 and held it in 4 quarters. The position peaked at $1.09M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Ethic Inc reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Ethic Inc sold 30,660 South Jersey Industries, Inc. shares in Q1 2023, an estimated $1.09M.
Ethic Inc first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 4 quarters.
Ethic Inc's South Jersey Industries, Inc. position peaked at $1.09M in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Ethic Inc's 13F filing for Q1 2023, filed 12 May 2023.