Global Retirement Partners’s South Jersey Industries, Inc. SJI Stock Holding History

Global Retirement Partners’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	-80	Closed	-$2.83K	–	3392
2022 Q4	$2.83K	Hold	80	–	–	﹤0.01%	2227
2022 Q3	$3K	Buy	80 +58	+264%	+$1.98K	﹤0.01%	2184
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	2646
2022 Q1	$1K	Buy	+22	New	+$635	﹤0.01%	2597
2020 Q2	–	Sell	-816	Closed	-$20K	–	1760
2020 Q1	$20K	Hold	816	–	–	﹤0.01%	810
2019 Q4	$27K	Hold	816	–	–	﹤0.01%	846
2019 Q3	$27K	Hold	816	–	–	﹤0.01%	799
2019 Q2	$28K	Hold	816	–	–	0.01%	782
2019 Q1	$26K	Hold	816	–	–	0.01%	741
2018 Q4	$23K	Hold	816	–	–	0.01%	711
2018 Q3	$29K	Hold	816	–	–	0.01%	709
2018 Q2	$27K	Sell	816 -408	-33%	-$12.8K	0.01%	711
2018 Q1	$34K	Buy	1,224 +408	+50%	+$11.5K	0.01%	625
2017 Q4	$25K	Buy	+816	New	+$27K	0.01%	670

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

Global Retirement Partners's SJI Position: Q1 2023 in Review

Global Retirement Partners sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 80 shares — an estimated $2.83K sold.

Global Retirement Partners first reported a position in SJI in Q4 2017 and held it in 14 quarters. The position peaked at $34K in Q1 2018. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Global Retirement Partners reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 80 South Jersey Industries, Inc. shares in Q1 2023, an estimated $2.83K.
Global Retirement Partners first reported a position in South Jersey Industries, Inc. in Q4 2017 and held it in 14 quarters.
Global Retirement Partners's South Jersey Industries, Inc. position peaked at $34K in Q1 2018.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.