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

Lindbrook Capital’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	-1,590	Closed	-$56.5K	–	2974
2022 Q4	$56.5K	Buy	1,590 +581	+58%	+$20.1K	0.01%	650
2022 Q3	$34K	Buy	1,009 +14	+1%	+$477	0.01%	791
2022 Q2	$34K	Buy	995 +65	+7%	+$2.23K	0.01%	799
2022 Q1	$32K	Buy	930 +106	+13%	+$3.06K	﹤0.01%	847
2021 Q4	$22K	Buy	824 +775	+1,582%	+$18.4K	﹤0.01%	991
2021 Q3	$1K	Hold	49	–	–	﹤0.01%	1823
2021 Q2	$1K	Hold	49	–	–	﹤0.01%	1876
2021 Q1	$1K	Hold	49	–	–	﹤0.01%	1839
2020 Q4	$1K	Buy	+49	New	+$1.06K	﹤0.01%	1739
2020 Q3	–	Sell	-104	Closed	-$3K	–	1879
2020 Q2	$3K	Buy	104 +73	+235%	+$1.93K	﹤0.01%	1325
2020 Q1	$1K	Buy	+31	New	+$915	﹤0.01%	1626

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

Lindbrook Capital's SJI Position: Q1 2023 in Review

Lindbrook Capital sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 1,590 shares — an estimated $56.5K sold.

Lindbrook Capital first reported a position in SJI in Q1 2020 and held it in 11 quarters. The position peaked at $56.5K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Lindbrook Capital reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Lindbrook Capital sold 1,590 South Jersey Industries, Inc. shares in Q1 2023, an estimated $56.5K.
Lindbrook Capital first reported a position in South Jersey Industries, Inc. in Q1 2020 and held it in 11 quarters.
Lindbrook Capital's South Jersey Industries, Inc. position peaked at $56.5K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Lindbrook Capital's 13F filing for Q1 2023, filed 26 Apr 2023.