First Trust Capital Management’s South Jersey Industries, Inc. SJI Stock Holding History

First Trust Capital 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	-54,897	Closed	-$1.95M	–	384
2022 Q4	$1.95M	Buy	54,897 +9,056	+20%	+$313K	0.1%	225
2022 Q3	$1.53M	Buy	45,841 +25,470	+125%	+$869K	0.07%	293
2022 Q2	$695K	Buy	20,371 +14,510	+248%	+$497K	0.05%	291
2022 Q1	$203K	Buy	+5,861	New	+$169K	0.02%	220

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

First Trust Capital Management's SJI Position: Q1 2023 in Review

First Trust Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 54,897 shares — an estimated $1.95M sold.

First Trust Capital Management first reported a position in SJI in Q1 2022 and held it in 4 quarters. The position peaked at $1.95M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

First Trust Capital Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
First Trust Capital Management sold 54,897 South Jersey Industries, Inc. shares in Q1 2023, an estimated $1.95M.
First Trust Capital Management first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 4 quarters.
First Trust Capital Management's South Jersey Industries, Inc. position peaked at $1.95M in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on First Trust Capital Management's 13F filing for Q1 2023, filed 12 May 2023.