FANJ
SJI

Financial Architects (New Jersey)’s South Jersey Industries, Inc. SJI Stock Holding History

Financial Architects (New Jersey)’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
-23,909
Closed -$849K – 335
2022
Q4 		$849K Sell
23,909
-1,600
-6% -$55.3K 0.14% 151
2022
Q3 		$853K Buy
+25,509
New +$870K 0.15% 143
2022
Q2 		– Sell
-9,995
Closed -$345K – 325
2022
Q1 		$345K Sell
9,995
-130
-1% -$3.75K 0.05% 244
2021
Q4 		$264K Buy
10,125
+14
+0.1% +$333 0.04% 286
2021
Q3 		$215K Buy
10,111
+264
+3% +$6.5K 0.03% 312
2021
Q2 		$255K Sell
9,847
-1,161
-11% -$29.9K 0.04% 294
2021
Q1 		$249K Sell
11,008
-1,830
-14% -$43.3K 0.04% 281
2020
Q4 		$277K Sell
12,838
-4,385
-25% -$94.7K 0.05% 236
2020
Q3 		$332K Sell
17,223
-4,355
-20% -$97.5K 0.07% 189
2020
Q2 		$539K Sell
21,578
-2,409
-10% -$63.5K 0.12% 136
2020
Q1 		$600K Buy
23,987
+2,636
+12% +$77.8K 0.16% 119
2019
Q4 		$704K Sell
21,351
-1,016
-5% -$32K 0.15% 122
2019
Q3 		$736K Sell
22,367
-2,946
-12% -$96.2K 0.17% 116
2019
Q2 		$854K Sell
25,313
-205
-0.8% -$6.63K 0.16% 109
2019
Q1 		$818K Buy
25,518
+918
+4% +$27.8K 0.14% 120
2018
Q4 		$684K Buy
24,600
+9
+0% +$285 0.13% 126
2018
Q3 		$867K Sell
24,591
-291
-1% -$9.88K 0.14% 112
2018
Q2 		$833K Sell
24,882
-4,367
-15% -$137K 0.15% 108
2018
Q1 		$824K Sell
29,249
-2,813
-9% -$79.1K 0.16% 102
2017
Q4 		$1M Sell
32,062
-1,875
-6% -$62K 0.17% 104
2017
Q3 		$1.17M Buy
33,937
+775
+2% +$26.9K 0.21% 89
2017
Q2 		$1.13M Sell
33,162
-200
-0.6% -$7.26K 0.2% 92
2017
Q1 		$1.19M Sell
33,362
-183
-0.5% -$6.14K 0.21% 89
2016
Q4 		$1.13M Sell
33,545
-1,484
-4% -$46.3K 0.27% 78
2016
Q3 		$1.03M Sell
35,029
-1,396
-4% -$42.8K 0.28% 75
2016
Q2 		$1.15M Buy
36,425
+2,473
+7% +$70.9K 0.32% 68
2016
Q1 		$966K Buy
33,952
+4,075
+14% +$104K 0.35% 65
2015
Q4 		$703K Buy
29,877
+18,977
+174% +$465K 0.28% 83
2015
Q3 		$275K Buy
10,900
+6,350
+140% +$155K 0.12% 157
2015
Q2 		$113K Buy
4,550
+920
+25% +$24.1K 0.04% 283
2015
Q1 		$99K Sell
3,630
-270
-7% -$7.7K 0.04% 287
2014
Q4 		$115K Buy
3,900
+500
+15% +$14.3K 0.05% 234
2014
Q3 		$91K Hold
3,400
– – 0.04% 238
2014
Q2 		$103K Buy
+3,400
New +$96.9K 0.05% 222
2013
Q4 		– Sell
-3,000
Closed -$88K – 599
2013
Q3 		$88K Hold
3,000
– – 0.06% 194
2013
Q2 		$86K Buy
+3,000
New +$87.7K 0.06% 179

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

Financial Architects (New Jersey)'s SJI Position: Q1 2023 in Review

Financial Architects (New Jersey) sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 23,909 shares — an estimated $849K sold.

Financial Architects (New Jersey) first reported a position in SJI in Q2 2013 and held it in 36 quarters. The position peaked at $1.19M in Q1 2017. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Financial Architects (New Jersey) reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 23,909 South Jersey Industries, Inc. shares in Q1 2023, an estimated $849K.
  • Financial Architects (New Jersey) first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 36 quarters.
  • Financial Architects (New Jersey)'s South Jersey Industries, Inc. position peaked at $1.19M in Q1 2017.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2023, filed 12 May 2023.