KCM
SJI

Kennedy Capital Management’s South Jersey Industries, Inc. SJI Stock Holding History

Kennedy Capital Management’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
-165,317
Closed -$5.87M – 658
2022
Q4 		$5.87M Sell
165,317
-9,394
-5% -$325K 0.17% 215
2022
Q3 		$5.84M Sell
174,711
-170,172
-49% -$5.8M 0.17% 207
2022
Q2 		$11.8M Sell
344,883
-4,074
-1% -$140K 0.33% 89
2022
Q1 		$12.1M Buy
348,957
+10,574
+3% +$305K 0.29% 113
2021
Q4 		$8.84M Sell
338,383
-6,270
-2% -$149K 0.19% 201
2021
Q3 		$7.33M Sell
344,653
-11,940
-3% -$294K 0.16% 235
2021
Q2 		$9.25M Buy
356,593
+106,593
+43% +$2.75M 0.2% 186
2021
Q1 		$5.64M Buy
+250,000
New +$5.92M 0.11% 340
2020
Q1 		– Sell
-486,563
Closed -$16M – 750
2019
Q4 		$16M Sell
486,563
-179,003
-27% -$5.65M 0.39% 37
2019
Q3 		$21.9M Sell
665,566
-72,071
-10% -$2.35M 0.54% 12
2019
Q2 		$24.9M Buy
737,637
+9,709
+1% +$314K 0.59% 7
2019
Q1 		$23.3M Sell
727,928
-89,349
-11% -$2.7M 0.55% 11
2018
Q4 		$22.7M Buy
817,277
+68,228
+9% +$2.16M 0.56% 8
2018
Q3 		$26.4M Sell
749,049
-10,993
-1% -$373K 0.49% 20
2018
Q2 		$25.4M Buy
760,042
+36,186
+5% +$1.14M 0.47% 18
2018
Q1 		$20.4M Buy
723,856
+198,184
+38% +$5.57M 0.4% 38
2017
Q4 		$16.4M Buy
525,672
+293,703
+127% +$9.71M 0.29% 80
2017
Q3 		$8.01M Buy
231,969
+9,874
+4% +$343K 0.14% 229
2017
Q2 		$7.59M Sell
222,095
-5,261
-2% -$191K 0.15% 234
2017
Q1 		$8.11M Sell
227,356
-7,113
-3% -$239K 0.14% 239
2016
Q4 		$7.9M Sell
234,469
-255,884
-52% -$7.98M 0.14% 251
2016
Q3 		$14.5M Sell
490,353
-178,203
-27% -$5.46M 0.28% 96
2016
Q2 		$21.1M Buy
668,556
+94,228
+16% +$2.7M 0.43% 35
2016
Q1 		$16.3M Sell
574,328
-17,331
-3% -$444K 0.33% 61
2015
Q4 		$13.9M Buy
591,659
+13,465
+2% +$330K 0.28% 92
2015
Q3 		$14.6M Buy
578,194
+69,857
+14% +$1.71M 0.3% 77
2015
Q2 		$12.6M Sell
508,337
-24,991
-5% -$653K 0.23% 122
2015
Q1 		$14.5M Buy
533,328
+35,122
+7% +$1M 0.25% 110
2014
Q4 		$14.7M Buy
498,206
+7,552
+2% +$216K 0.27% 93
2014
Q3 		$13.1M Buy
490,654
+54,646
+13% +$1.53M 0.26% 101
2014
Q2 		$13.2M Sell
436,008
-27,764
-6% -$791K 0.24% 125
2014
Q1 		$13M Sell
463,772
-57,086
-11% -$1.57M 0.25% 128
2013
Q4 		$14.6M Sell
520,858
-50,852
-9% -$1.45M 0.27% 102
2013
Q3 		$16.7M Sell
571,710
-30,680
-5% -$905K 0.32% 70
2013
Q2 		$17.3M Buy
+602,390
New +$17.6M 0.35% 52

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

Kennedy Capital Management's SJI Position: Q1 2023 in Review

Kennedy Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 165,317 shares — an estimated $5.87M sold.

Kennedy Capital Management first reported a position in SJI in Q2 2013 and held it in 35 quarters. The position peaked at $26.4M in Q3 2018. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Kennedy Capital Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 165,317 South Jersey Industries, Inc. shares in Q1 2023, an estimated $5.87M.
  • Kennedy Capital Management first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 35 quarters.
  • Kennedy Capital Management's South Jersey Industries, Inc. position peaked at $26.4M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Kennedy Capital Management's 13F filing for Q1 2023, filed 15 May 2023.