Franklin Resources
SJI

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

Franklin Resources’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
-23,196
Closed -$824K – 2429
2022
Q4 		$824K Sell
23,196
-14
-0.1% -$484 ﹤0.01% 1562
2022
Q3 		$776K Buy
23,210
+276
+1% +$9.41K ﹤0.01% 1570
2022
Q2 		$783K Buy
22,934
+1,672
+8% +$57.3K ﹤0.01% 1592
2022
Q1 		$735K Buy
21,262
+4,378
+26% +$126K ﹤0.01% 1709
2021
Q4 		$441K Sell
16,884
-8
-0% -$190 ﹤0.01% 1952
2021
Q3 		$358K Buy
16,892
+61
+0.4% +$1.5K ﹤0.01% 2019
2021
Q2 		$436K Sell
16,831
-615
-4% -$15.8K ﹤0.01% 1637
2021
Q1 		$393K Buy
17,446
+87
+0.5% +$2.06K ﹤0.01% 1651
2020
Q4 		$374K Sell
17,359
-7,264
-30% -$157K ﹤0.01% 1598
2020
Q3 		$474K Buy
24,623
+3,373
+16% +$75.5K ﹤0.01% 1502
2020
Q2 		$513K Buy
21,250
+8,110
+62% +$214K ﹤0.01% 1383
2020
Q1 		$329K Hold
13,140
– – ﹤0.01% 1377
2019
Q4 		$433K Hold
13,140
– – ﹤0.01% 1381
2019
Q3 		$432K Hold
13,140
– – ﹤0.01% 1381
2019
Q2 		$443K Sell
13,140
-1,500
-10% -$48.5K ﹤0.01% 1401
2019
Q1 		$470K Sell
14,640
-2,008
-12% -$60.8K ﹤0.01% 1345
2018
Q4 		$463K Sell
16,648
-135,100
-89% -$4.28M ﹤0.01% 1343
2018
Q3 		$5.35M Buy
151,748
+144,768
+2,074% +$4.91M ﹤0.01% 1050
2018
Q2 		$234K Buy
+6,980
New +$219K ﹤0.01% 1423
2018
Q1 		– Sell
-6,980
Closed -$218K – 1559
2017
Q4 		$218K Sell
6,980
-842
-11% -$27.8K ﹤0.01% 1476
2017
Q3 		$270K Sell
7,822
-651
-8% -$22.6K ﹤0.01% 1418
2017
Q2 		$290K Sell
8,473
-581
-6% -$21.1K ﹤0.01% 1431
2017
Q1 		$323K Hold
9,054
– – ﹤0.01% 1415
2016
Q4 		$305K Hold
9,054
– – ﹤0.01% 1414
2016
Q3 		$268K Buy
9,054
+800
+10% +$24.5K ﹤0.01% 1451
2016
Q2 		$261K Hold
8,254
– – ﹤0.01% 1454
2016
Q1 		$235K Buy
+8,254
New +$212K ﹤0.01% 1473
2015
Q4 		– Sell
-8,254
Closed -$208K – 1607
2015
Q3 		$208K Hold
8,254
– – ﹤0.01% 1544
2015
Q2 		$204K Sell
8,254
-5,150
-38% -$135K ﹤0.01% 1570
2015
Q1 		$364K Hold
13,404
– – ﹤0.01% 1485
2014
Q4 		$395K Hold
13,404
– – ﹤0.01% 1474
2014
Q3 		$358K Buy
13,404
+2,832
+27% +$79.5K ﹤0.01% 1476
2014
Q2 		$319K Sell
10,572
-150
-1% -$4.28K ﹤0.01% 1496
2014
Q1 		$301K Sell
10,722
-200
-2% -$5.49K ﹤0.01% 1467
2013
Q4 		$306K Hold
10,922
– – ﹤0.01% 1441
2013
Q3 		$320K Sell
10,922
-200
-2% -$5.9K ﹤0.01% 1404
2013
Q2 		$319K Buy
+11,122
New +$325K ﹤0.01% 1377

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Franklin Resources's SJI Position: Q1 2023 in Review

Franklin Resources sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 23,196 shares — an estimated $824K sold.

Franklin Resources first reported a position in SJI in Q2 2013 and held it in 37 quarters. The position peaked at $5.35M in Q3 2018. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Franklin Resources reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Franklin Resources sold 23,196 South Jersey Industries, Inc. shares in Q1 2023, an estimated $824K.
  • Franklin Resources first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 37 quarters.
  • Franklin Resources's South Jersey Industries, Inc. position peaked at $5.35M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Franklin Resources's 13F filing for Q1 2023, filed 12 May 2023.