II
SJI

Inspire Investing’s South Jersey Industries, Inc. SJI Stock Holding History

Inspire Investing’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
-7,989
Closed -$284K – 804
2022
Q4 		$284K Buy
7,989
+438
+6% +$15.1K 0.04% 305
2022
Q3 		$252K Sell
7,551
-89
-1% -$3.04K 0.04% 286
2022
Q2 		$261K Sell
7,640
-1,268
-14% -$43.4K 0.03% 292
2022
Q1 		$308K Sell
8,908
-3,006
-25% -$86.7K 0.04% 314
2021
Q4 		$311K Sell
11,914
-860
-7% -$20.4K 0.04% 300
2021
Q3 		$272K Sell
12,774
-5,919
-32% -$146K 0.03% 343
2021
Q2 		$485K Buy
18,693
+559
+3% +$14.4K 0.06% 343
2021
Q1 		$409K Buy
+18,134
New +$429K 0.06% 391
2020
Q2 		– Sell
-1,279
Closed -$32K – 760
2020
Q1 		$32K Sell
1,279
-5,391
-81% -$159K 0.01% 609
2019
Q4 		$220K Sell
6,670
-422
-6% -$13.3K 0.08% 246
2019
Q3 		$233K Buy
7,092
+831
+13% +$27.1K 0.09% 237
2019
Q2 		$211K Buy
+6,261
New +$202K 0.09% 242
2018
Q1 		– Sell
-3,057
Closed -$95K – 772
2017
Q4 		$95K Buy
+3,057
New +$101K 0.08% 205

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

Inspire Investing's SJI Position: Q1 2023 in Review

Inspire Investing sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 7,989 shares — an estimated $284K sold.

Inspire Investing first reported a position in SJI in Q4 2017 and held it in 13 quarters. The position peaked at $485K in Q2 2021. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Inspire Investing reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Inspire Investing sold 7,989 South Jersey Industries, Inc. shares in Q1 2023, an estimated $284K.
  • Inspire Investing first reported a position in South Jersey Industries, Inc. in Q4 2017 and held it in 13 quarters.
  • Inspire Investing's South Jersey Industries, Inc. position peaked at $485K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Inspire Investing's 13F filing for Q1 2023, filed 24 Apr 2023.