Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s South Jersey Industries, Inc. SJI Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	-659,000	Closed	-$23.4M	–	1595
2022 Q4	$23.4M	Buy	659,000 +373,000	+130%	+$12.9M	0.11%	148
2022 Q3	$9.56M	Buy	286,000 +211,000	+281%	+$7.19M	0.05%	217
2022 Q2	$2.56M	Buy	+75,000	New	+$2.57M	0.01%	681
2021 Q4	–	Sell	-14,263	Closed	-$303K	–	2018
2021 Q3	$303K	Buy	14,263 +8,476	+146%	+$209K	﹤0.01%	1300
2021 Q2	$150K	Buy	+5,787	New	+$149K	﹤0.01%	1507

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's SJI Position: Q1 2023 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 659,000 shares — an estimated $23.4M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in SJI in Q2 2021 and held it in 5 quarters. The position peaked at $23.4M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 659,000 South Jersey Industries, Inc. shares in Q1 2023, an estimated $23.4M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in South Jersey Industries, Inc. in Q2 2021 and held it in 5 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's South Jersey Industries, Inc. position peaked at $23.4M in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2023, filed 12 May 2023.