Lazard Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History

Lazard Asset 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	-17,376	Closed	-$616K	–	2631
2022 Q4	$616K	Buy	17,376 +1,393	+9%	+$48.1K	﹤0.01%	1081
2022 Q3	$533K	Hold	15,983	–	–	﹤0.01%	1088
2022 Q2	$545K	Sell	15,983 -1,343	-8%	-$46K	﹤0.01%	1096
2022 Q1	$597K	Buy	+17,326	New	+$500K	﹤0.01%	1071
2021 Q2	–	Sell	-50,000	Closed	-$1.13M	–	2128
2021 Q1	$1.13M	Buy	+50,000	New	+$1.18M	﹤0.01%	885

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

Lazard Asset Management's SJI Position: Q1 2023 in Review

Lazard Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 17,376 shares — an estimated $616K sold.

Lazard Asset Management first reported a position in SJI in Q1 2021 and held it in 5 quarters. The position peaked at $1.13M in Q1 2021. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Lazard Asset Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Lazard Asset Management sold 17,376 South Jersey Industries, Inc. shares in Q1 2023, an estimated $616K.
Lazard Asset Management first reported a position in South Jersey Industries, Inc. in Q1 2021 and held it in 5 quarters.
Lazard Asset Management's South Jersey Industries, Inc. position peaked at $1.13M in Q1 2021.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

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