Glassman Wealth Services’s South Jersey Industries, Inc. SJI Stock Holding History

Glassman Wealth Services’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	-7	Closed	-$249	–	2039
2022 Q4	$249	Hold	7	–	–	﹤0.01%	1745
2022 Q3	$0	Hold	7	–	–	﹤0.01%	2091
2022 Q2	$0	Hold	7	–	–	﹤0.01%	2113
2022 Q1	$0	Hold	7	–	–	﹤0.01%	2046
2021 Q4	$0	Sell	7 -12	-63%	-$285	﹤0.01%	2014
2021 Q3	$0	Hold	19	–	–	﹤0.01%	1884
2021 Q2	$0	Buy	19 +12	+171%	+$309	﹤0.01%	1721
2021 Q1	$0	Buy	+7	New	+$166	﹤0.01%	1694
2019 Q3	–	Sell	-2	Closed	–	–	1469
2019 Q2	$0	Buy	+2	New	+$65	﹤0.01%	1460

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

Glassman Wealth Services's SJI Position: Q1 2023 in Review

Glassman Wealth Services sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 7 shares — an estimated $249 sold.

Glassman Wealth Services first reported a position in SJI in Q2 2019 and held it in 9 quarters. The position peaked at $249 in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Glassman Wealth Services reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Glassman Wealth Services sold 7 South Jersey Industries, Inc. shares in Q1 2023, an estimated $249.
Glassman Wealth Services first reported a position in South Jersey Industries, Inc. in Q2 2019 and held it in 9 quarters.
Glassman Wealth Services's South Jersey Industries, Inc. position peaked at $249 in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.