K2 Principal Fund’s South Jersey Industries, Inc. SJI Stock Holding History

K2 Principal 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	-81,207	Closed	-$2.89M	–	360
2022 Q4	$2.89M	Buy	81,207 +28,031	+53%	+$968K	0.44%	58
2022 Q3	$1.78M	Buy	53,176 +20,052	+61%	+$684K	0.2%	102
2022 Q2	$1.13M	Buy	33,124 +23,124	+231%	+$792K	0.12%	146
2022 Q1	$345K	Buy	+10,000	New	+$288K	0.03%	181

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

K2 Principal Fund's SJI Position: Q1 2023 in Review

K2 Principal Fund sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 81,207 shares — an estimated $2.89M sold.

K2 Principal Fund first reported a position in SJI in Q1 2022 and held it in 4 quarters. The position peaked at $2.89M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

K2 Principal Fund reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
K2 Principal Fund sold 81,207 South Jersey Industries, Inc. shares in Q1 2023, an estimated $2.89M.
K2 Principal Fund first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 4 quarters.
K2 Principal Fund's South Jersey Industries, Inc. position peaked at $2.89M in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on K2 Principal Fund's 13F filing for Q1 2023, filed 11 May 2023.