John Overdeck’s South Jersey Industries, Inc. SJI Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-75,000	Closed	-$1.96M	–	4724
2021 Q4	$1.96M	Sell	75,000 -35,000	-32%	-$832K	﹤0.01%	1934
2021 Q3	$2.34M	Buy	110,000 +75,000	+214%	+$1.85M	0.01%	1849
2021 Q2	$908K	Buy	+35,000	New	+$902K	﹤0.01%	2566

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

John Overdeck's SJI Position: Q1 2023 in Review

John Overdeck sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 12,020 shares — an estimated $427K sold.

John Overdeck first reported a position in SJI in Q1 2014 and held it in 18 quarters. The position peaked at $5.57M in Q2 2021. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

John Overdeck reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
John Overdeck sold 12,020 South Jersey Industries, Inc. shares in Q1 2023, an estimated $427K.
John Overdeck first reported a position in South Jersey Industries, Inc. in Q1 2014 and held it in 18 quarters.
John Overdeck's South Jersey Industries, Inc. position peaked at $5.57M in Q2 2021.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

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