Latitude Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Latitude Advisors’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	-6,000	Closed	-$213K	–	182
2022 Q4	$213K	Hold	6,000	–	–	0.16%	149
2022 Q3	$201K	Hold	6,000	–	–	0.17%	138
2022 Q2	$205K	Sell	6,000 -12,000	-67%	-$411K	0.19%	134
2022 Q1	$622K	Buy	18,000 +6,000	+50%	+$173K	0.14%	150
2021 Q4	$313K	Hold	12,000	–	–	0.09%	218
2021 Q3	$255K	Buy	+12,000	New	+$296K	0.08%	238

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

Latitude Advisors's SJI Position: Q1 2023 in Review

Latitude Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 6,000 shares — an estimated $213K sold.

Latitude Advisors first reported a position in SJI in Q3 2021 and held it in 6 quarters. The position peaked at $622K in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Latitude Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Latitude Advisors sold 6,000 South Jersey Industries, Inc. shares in Q1 2023, an estimated $213K.
Latitude Advisors first reported a position in South Jersey Industries, Inc. in Q3 2021 and held it in 6 quarters.
Latitude Advisors's South Jersey Industries, Inc. position peaked at $622K in Q1 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Latitude Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.