HSBC Holdings’s South Jersey Industries, Inc. SJI Stock Holding History

HSBC Holdings’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	-404,217	Closed	-$14.4M	–	3267
2022 Q4	$14.4M	Buy	404,217 +19,742	+5%	+$682K	0.02%	779
2022 Q3	$12.8M	Buy	384,475 +61,236	+19%	+$2.09M	0.02%	740
2022 Q2	$11M	Buy	323,239 +40,279	+14%	+$1.38M	0.02%	842
2022 Q1	$9.75M	Buy	282,960 +262,376	+1,275%	+$7.57M	0.01%	919
2021 Q4	$539K	Sell	20,584 -33,231	-62%	-$790K	﹤0.01%	2416
2021 Q3	$1.15M	Buy	53,815 +30,082	+127%	+$741K	﹤0.01%	1805
2021 Q2	$611K	Sell	23,733 -10,090	-30%	-$260K	﹤0.01%	2043
2021 Q1	$762K	Sell	33,823 -5,942	-15%	-$141K	﹤0.01%	1749
2020 Q4	$854K	Buy	+39,765	New	+$859K	﹤0.01%	1807
2019 Q4	–	Sell	-9,635	Closed	-$317K	–	3242
2019 Q3	$317K	Buy	9,635 +3,344	+53%	+$109K	﹤0.01%	2594
2019 Q2	$212K	Buy	+6,291	New	+$203K	﹤0.01%	2525
2017 Q1	–	Sell	-13,762	Closed	-$464K	–	2681
2016 Q4	$464K	Buy	+13,762	New	+$429K	﹤0.01%	1901

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

HSBC Holdings's SJI Position: Q1 2023 in Review

HSBC Holdings sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 404,217 shares — an estimated $14.4M sold.

HSBC Holdings first reported a position in SJI in Q4 2016 and held it in 12 quarters. The position peaked at $14.4M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

HSBC Holdings reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
HSBC Holdings sold 404,217 South Jersey Industries, Inc. shares in Q1 2023, an estimated $14.4M.
HSBC Holdings first reported a position in South Jersey Industries, Inc. in Q4 2016 and held it in 12 quarters.
HSBC Holdings's South Jersey Industries, Inc. position peaked at $14.4M in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on HSBC Holdings's 13F filing for Q1 2023, filed 15 May 2023.