Financial Gravity Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History

Financial Gravity Asset Management’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	-36	Closed	-$179	–	1763
2022 Q4	$179	Buy	+36	New	+$1.24K	﹤0.01%	999
2020 Q2	–	Sell	-13	Closed	-$325	–	995
2020 Q1	$325	Buy	13 +2	+18%	+$59	﹤0.01%	633
2019 Q4	$33K	Buy	+11	New	+$347	0.02%	837
2018 Q2	–	Sell	-15	Closed	–	–	1666
2018 Q1	$0	Buy	+15	New	+$422	﹤0.01%	1532

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 Gravity Asset Management's SJI Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 36 shares — an estimated $179 sold.

Financial Gravity Asset Management first reported a position in SJI in Q1 2018 and held it in 4 quarters. The position peaked at $33K in Q4 2019. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Financial Gravity Asset Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 36 South Jersey Industries, Inc. shares in Q1 2023, an estimated $179.
Financial Gravity Asset Management first reported a position in South Jersey Industries, Inc. in Q1 2018 and held it in 4 quarters.
Financial Gravity Asset Management's South Jersey Industries, Inc. position peaked at $33K in Q4 2019.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.