Lombard Odier Asset Management (USA)’s South Jersey Industries, Inc. SJI Stock Holding History

Lombard Odier Asset Management (USA)’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	-110,000	Closed	-$3.91M	–	430
2022 Q4	$3.91M	Sell	110,000 -5,000	-4%	-$173K	0.1%	130
2022 Q3	$3.84M	Buy	115,000 +25,000	+28%	+$852K	0.11%	142
2022 Q2	$3.07M	Buy	90,000 +50,000	+125%	+$1.71M	0.12%	147
2022 Q1	$1.38M	Buy	+40,000	New	+$1.15M	0.05%	158

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

Lombard Odier Asset Management (USA)'s SJI Position: Q1 2023 in Review

Lombard Odier Asset Management (USA) sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 110,000 shares — an estimated $3.91M sold.

Lombard Odier Asset Management (USA) first reported a position in SJI in Q1 2022 and held it in 4 quarters. The position peaked at $3.91M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Lombard Odier Asset Management (USA) reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Lombard Odier Asset Management (USA) sold 110,000 South Jersey Industries, Inc. shares in Q1 2023, an estimated $3.91M.
Lombard Odier Asset Management (USA) first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 4 quarters.
Lombard Odier Asset Management (USA)'s South Jersey Industries, Inc. position peaked at $3.91M in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2023, filed 15 May 2023.