GWI
SJI

Grace & White Inc’s South Jersey Industries, Inc. SJI Stock Holding History

Grace & White Inc’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
-121,200
Closed -$4.31M – 139
2022
Q4 		$4.31M Sell
121,200
-2,500
-2% -$86.4K 0.85% 40
2022
Q3 		$4.13M Hold
123,700
– – 0.89% 40
2022
Q2 		$4.22M Hold
123,700
– – 0.88% 40
2022
Q1 		$4.27M Buy
123,700
+1,000
+0.8% +$28.8K 0.8% 44
2021
Q4 		$3.21M Buy
122,700
+600
+0.5% +$14.3K 0.59% 52
2021
Q3 		$2.6M Buy
122,100
+100,100
+455% +$2.47M 0.5% 58
2021
Q2 		$570K Hold
22,000
– – 0.1% 97
2021
Q1 		$497K Buy
+22,000
New +$521K 0.1% 95

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

Grace & White Inc's SJI Position: Q1 2023 in Review

Grace & White Inc sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 121,200 shares — an estimated $4.31M sold.

Grace & White Inc first reported a position in SJI in Q1 2021 and held it in 8 quarters. The position peaked at $4.31M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Grace & White Inc reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Grace & White Inc sold 121,200 South Jersey Industries, Inc. shares in Q1 2023, an estimated $4.31M.
  • Grace & White Inc first reported a position in South Jersey Industries, Inc. in Q1 2021 and held it in 8 quarters.
  • Grace & White Inc's South Jersey Industries, Inc. position peaked at $4.31M in Q4 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Grace & White Inc's 13F filing for Q1 2023, filed 1 May 2023.