GT
SJI

Glenmede Trust’s South Jersey Industries, Inc. SJI Stock Holding History

Glenmede Trust’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
-10,950
Closed -$389K – 1366
2022
Q4 		$389K Buy
10,950
+136
+1% +$4.7K ﹤0.01% 903
2022
Q3 		$361K Sell
10,814
-7,831
-42% -$267K ﹤0.01% 896
2022
Q2 		$634K Sell
18,645
-635,023
-97% -$21.7M ﹤0.01% 791
2022
Q1 		$22.6M Buy
653,668
+150,549
+30% +$4.34M 0.11% 217
2021
Q4 		$13.1M Sell
503,119
-5,098
-1% -$121K 0.06% 342
2021
Q3 		$10.8M Sell
508,217
-3,624
-0.7% -$89.3K 0.06% 346
2021
Q2 		$13.3M Buy
511,841
+477,224
+1,379% +$12.3M 0.07% 302
2021
Q1 		$780K Sell
34,617
-17,353
-33% -$411K ﹤0.01% 731
2020
Q4 		$1.12M Sell
51,970
-9,652
-16% -$208K 0.01% 634
2020
Q3 		$1.19M Buy
61,622
+15,050
+32% +$337K 0.01% 581
2020
Q2 		$1.16M Buy
46,572
+17,522
+60% +$462K 0.01% 579
2020
Q1 		$958K Hold
29,050
– – ﹤0.01% 746
2019
Q4 		$958K Sell
29,050
-2,711
-9% -$85.5K ﹤0.01% 746
2019
Q3 		$1.04K Buy
31,761
+2,881
+10% +$94.1K ﹤0.01% 728
2019
Q2 		$973 Buy
28,880
+11,125
+63% +$360K ﹤0.01% 753
2019
Q1 		$569 Sell
17,755
-329
-2% -$9.96K ﹤0.01% 865
2018
Q4 		$501 Buy
18,084
+150
+0.8% +$4.75K ﹤0.01% 853
2018
Q3 		$632K Sell
17,934
-33
-0.2% -$1.12K ﹤0.01% 846
2018
Q2 		$602K Buy
17,967
+567
+3% +$17.8K ﹤0.01% 801
2018
Q1 		$543K Hold
17,400
– – ﹤0.01% 906
2017
Q4 		$543K Sell
17,400
-1,200
-6% -$39.7K ﹤0.01% 906
2017
Q3 		$642K Sell
18,600
-18,492
-50% -$642K ﹤0.01% 856
2017
Q2 		$1.32M Hold
37,092
– – 0.01% 720
2017
Q1 		$1.32M Buy
37,092
+18,492
+99% +$620K 0.01% 720
2016
Q4 		$625K Sell
18,600
-47
-0.3% -$1.47K ﹤0.01% 875
2016
Q3 		$550K Hold
18,647
– – ﹤0.01% 907
2016
Q2 		$589K Sell
18,647
-1,845
-9% -$52.9K ﹤0.01% 873
2016
Q1 		$582K Buy
20,492
+1,439
+8% +$36.9K ﹤0.01% 873
2015
Q4 		$447K Hold
19,053
– – ﹤0.01% 964
2015
Q3 		$480K Buy
19,053
+205
+1% +$5.01K ﹤0.01% 910
2015
Q2 		$465K Sell
18,848
-952
-5% -$24.9K ﹤0.01% 969
2015
Q1 		$536K Hold
19,800
– – ﹤0.01% 932
2014
Q4 		$582K Sell
19,800
-62
-0.3% -$1.77K ﹤0.01% 870
2014
Q3 		$529K Buy
19,862
+62
+0.3% +$1.74K ﹤0.01% 859
2014
Q2 		$597K Hold
19,800
– – 0.01% 822
2014
Q1 		$554K Hold
19,800
– – 0.01% 844
2013
Q4 		$553K Buy
19,800
+1,200
+6% +$34.3K 0.01% 816
2013
Q3 		$544K Hold
18,600
– – 0.01% 794
2013
Q2 		$533K Buy
+18,600
New +$544K 0.01% 763

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

Glenmede Trust's SJI Position: Q1 2023 in Review

Glenmede Trust sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 10,950 shares — an estimated $389K sold.

Glenmede Trust first reported a position in SJI in Q2 2013 and held it in 39 quarters. The position peaked at $22.6M in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Glenmede Trust reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Glenmede Trust sold 10,950 South Jersey Industries, Inc. shares in Q1 2023, an estimated $389K.
  • Glenmede Trust first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 39 quarters.
  • Glenmede Trust's South Jersey Industries, Inc. position peaked at $22.6M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Glenmede Trust's 13F filing for Q1 2023, filed 15 May 2023.