Harbour Investments’s South Jersey Industries, Inc. SJI Stock Holding History

Harbour Investments’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	-525	Closed	-$18.7K	–	3124
2022 Q4	$18.7K	Sell	525 -25	-5%	-$864	﹤0.01%	1708
2022 Q3	$19K	Hold	550	–	–	﹤0.01%	1693
2022 Q2	$19K	Buy	+550	New	+$18.8K	﹤0.01%	1693
2021 Q4	$14K	Sell	550 -2,135	-80%	-$50.7K	﹤0.01%	1810
2021 Q3	$57K	Buy	2,685 +75	+3%	+$1.85K	﹤0.01%	1701
2021 Q2	$68K	Hold	2,610	–	–	﹤0.01%	1625
2021 Q1	$59K	Buy	+2,610	New	+$61.8K	﹤0.01%	1602

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

Harbour Investments's SJI Position: Q1 2023 in Review

Harbour Investments sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 525 shares — an estimated $18.7K sold.

Harbour Investments first reported a position in SJI in Q1 2021 and held it in 7 quarters. The position peaked at $68K in Q2 2021. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Harbour Investments reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Harbour Investments sold 525 South Jersey Industries, Inc. shares in Q1 2023, an estimated $18.7K.
Harbour Investments first reported a position in South Jersey Industries, Inc. in Q1 2021 and held it in 7 quarters.
Harbour Investments's South Jersey Industries, Inc. position peaked at $68K in Q2 2021.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Harbour Investments's 13F filing for Q1 2023, filed 15 May 2023.