Kennedy Investment Group’s South Jersey Industries, Inc. SJI Stock Holding History

Kennedy Investment Group’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	-59,144	Closed	-$2.1M	–	122
2022 Q4	$2.1M	Buy	+59,144	New	+$2.04M	1.34%	23

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 Investment Group's SJI Position: Q1 2023 in Review

Kennedy Investment Group sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 59,144 shares — an estimated $2.1M sold.

Kennedy Investment Group first reported a position in SJI in Q4 2022 and held it in 1 quarter. The position peaked at $2.1M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Kennedy Investment Group reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Kennedy Investment Group sold 59,144 South Jersey Industries, Inc. shares in Q1 2023, an estimated $2.1M.
Kennedy Investment Group first reported a position in South Jersey Industries, Inc. in Q4 2022 and held it in 1 quarter.
Kennedy Investment Group's South Jersey Industries, Inc. position peaked at $2.1M in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Kennedy Investment Group's 13F filing for Q1 2023, filed 1 Jun 2023.