Gabelli Funds’s South Jersey Industries, Inc. SJI Stock Holding History

Gabelli Funds’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	-927,854	Closed	-$33M	–	1248
2022 Q4	$33M	Buy	927,854 +288,549	+45%	+$9.97M	0.26%	104
2022 Q3	$21.4M	Buy	639,305 +32,200	+5%	+$1.1M	0.18%	155
2022 Q2	$20.7M	Buy	607,105 +132,492	+28%	+$4.54M	0.16%	179
2022 Q1	$16.4M	Buy	474,613 +303,613	+178%	+$8.76M	0.11%	248
2021 Q4	$4.47M	Hold	171,000	–	–	0.03%	542
2021 Q3	$3.63M	Hold	171,000	–	–	0.02%	593
2021 Q2	$4.43M	Sell	171,000 -1,000	-0.6%	-$25.8K	0.03%	561
2021 Q1	$3.88M	Buy	172,000 +2,000	+1%	+$47.3K	0.03%	569
2020 Q4	$3.66M	Hold	170,000	–	–	0.03%	554
2020 Q3	$3.28M	Hold	170,000	–	–	0.03%	551
2020 Q2	$4.25M	Hold	170,000	–	–	0.03%	472
2020 Q1	$4.25M	Hold	170,000	–	–	0.04%	448
2019 Q4	$5.61M	Hold	170,000	–	–	0.04%	476
2019 Q3	$5.59M	Hold	170,000	–	–	0.04%	483
2019 Q2	$5.73M	Hold	170,000	–	–	0.04%	484
2019 Q1	$5.45M	Hold	170,000	–	–	0.03%	507
2018 Q4	$4.73M	Hold	170,000	–	–	0.03%	516
2018 Q3	$6M	Hold	170,000	–	–	0.03%	522
2018 Q2	$5.69M	Hold	170,000	–	–	0.03%	539
2018 Q1	$4.79M	Hold	170,000	–	–	0.03%	564
2017 Q4	$5.31M	Hold	170,000	–	–	0.03%	551
2017 Q3	$5.87M	Hold	170,000	–	–	0.03%	540
2017 Q2	$5.81M	Hold	170,000	–	–	0.03%	524
2017 Q1	$6.06M	Hold	170,000	–	–	0.04%	513
2016 Q4	$5.73M	Hold	170,000	–	–	0.03%	510
2016 Q3	$5.02M	Hold	170,000	–	–	0.03%	552
2016 Q2	$5.38M	Hold	170,000	–	–	0.03%	530
2016 Q1	$4.84M	Hold	170,000	–	–	0.03%	552
2015 Q4	$4M	Hold	170,000	–	–	0.02%	593
2015 Q3	$4.29M	Hold	170,000	–	–	0.03%	585
2015 Q2	$4.2M	Buy	170,000 +3,000	+2%	+$78.4K	0.02%	624
2015 Q1	$4.53M	Hold	167,000	–	–	0.02%	606
2014 Q4	$4.92M	Hold	167,000	–	–	0.02%	595
2014 Q3	$4.46M	Sell	167,000 -1,000	-0.6%	-$28.1K	0.02%	616
2014 Q2	$5.07M	Hold	168,000	–	–	0.03%	592
2014 Q1	$4.71M	Sell	168,000 -2,000	-1%	-$54.9K	0.02%	590
2013 Q4	$4.76M	Sell	170,000 -4,000	-2%	-$114K	0.03%	575
2013 Q3	$5.1M	Sell	174,000 -6,000	-3%	-$177K	0.03%	553
2013 Q2	$5.17M	Buy	+180,000	New	+$5.26M	0.03%	522

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

Gabelli Funds's SJI Position: Q1 2023 in Review

Gabelli Funds sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 927,854 shares — an estimated $33M sold.

Gabelli Funds first reported a position in SJI in Q2 2013 and held it in 39 quarters. The position peaked at $33M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Gabelli Funds reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Gabelli Funds sold 927,854 South Jersey Industries, Inc. shares in Q1 2023, an estimated $33M.
Gabelli Funds first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 39 quarters.
Gabelli Funds's South Jersey Industries, Inc. position peaked at $33M in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Gabelli Funds's 13F filing for Q1 2023, filed 12 May 2023.