HighTower Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

HighTower Advisors’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	-10,458	Closed	-$376K	–	3760
2022 Q4	$376K	Buy	+10,458	New	+$361K	﹤0.01%	2320
2022 Q2	–	Sell	-88,435	Closed	-$3.06M	–	3642
2022 Q1	$3.06M	Hold	88,435	–	–	0.01%	1133
2021 Q4	$2.31M	Buy	+88,435	New	+$2.1M	0.01%	1283

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

HighTower Advisors's SJI Position: Q1 2023 in Review

HighTower Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 10,458 shares — an estimated $376K sold.

HighTower Advisors first reported a position in SJI in Q4 2021 and held it in 3 quarters. The position peaked at $3.06M in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

HighTower Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
HighTower Advisors sold 10,458 South Jersey Industries, Inc. shares in Q1 2023, an estimated $376K.
HighTower Advisors first reported a position in South Jersey Industries, Inc. in Q4 2021 and held it in 3 quarters.
HighTower Advisors's South Jersey Industries, Inc. position peaked at $3.06M in Q1 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.