Focus Partners Advisor Solutions’s South Jersey Industries, Inc. SJI Stock Holding History

Focus Partners Advisor Solutions’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	-10,947	Closed	-$389K	–	397
2022 Q4	$389K	Sell	10,947 -241	-2%	-$8.33K	0.03%	225
2022 Q3	$374K	Buy	11,188 +145	+1%	+$4.94K	0.02%	267
2022 Q2	$377K	Buy	+11,043	New	+$378K	0.03%	228

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

Focus Partners Advisor Solutions's SJI Position: Q1 2023 in Review

Focus Partners Advisor Solutions sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 10,947 shares — an estimated $389K sold.

Focus Partners Advisor Solutions first reported a position in SJI in Q2 2022 and held it in 3 quarters. The position peaked at $389K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Focus Partners Advisor Solutions reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Focus Partners Advisor Solutions sold 10,947 South Jersey Industries, Inc. shares in Q1 2023, an estimated $389K.
Focus Partners Advisor Solutions first reported a position in South Jersey Industries, Inc. in Q2 2022 and held it in 3 quarters.
Focus Partners Advisor Solutions's South Jersey Industries, Inc. position peaked at $389K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2023, filed 15 May 2023.