M&R Capital Management’s South Jersey Industries, Inc. SJI Stock Holding History

M&R Capital 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	-66	Closed	-$2.36K	–	653
2022 Q4	$2.36K	Buy	+66	New	+$2.28K	﹤0.01%	465
2021 Q3	–	Sell	-300	Closed	-$7K	–	441
2021 Q2	$7K	Hold	300	–	–	﹤0.01%	355
2021 Q1	$6K	Hold	300	–	–	﹤0.01%	361
2020 Q4	$6K	Hold	300	–	–	﹤0.01%	379
2020 Q3	$5K	Hold	300	–	–	﹤0.01%	402
2020 Q2	$7K	Hold	300	–	–	﹤0.01%	387
2020 Q1	$7K	Hold	300	–	–	﹤0.01%	380
2019 Q4	$9K	Hold	300	–	–	﹤0.01%	396
2019 Q3	$9K	Hold	300	–	–	﹤0.01%	414
2019 Q2	$10K	Hold	300	–	–	﹤0.01%	413
2019 Q1	$9K	Hold	300	–	–	﹤0.01%	418
2018 Q4	$8K	Hold	300	–	–	﹤0.01%	427
2018 Q3	$10K	Hold	300	–	–	﹤0.01%	433
2018 Q2	$10K	Hold	300	–	–	﹤0.01%	431
2018 Q1	$8K	Hold	300	–	–	﹤0.01%	451
2017 Q4	$9K	Hold	300	–	–	﹤0.01%	455
2017 Q3	$10K	Hold	300	–	–	﹤0.01%	455
2017 Q2	$10K	Hold	300	–	–	﹤0.01%	447
2017 Q1	$10K	Hold	300	–	–	﹤0.01%	448
2016 Q4	$10K	Hold	300	–	–	﹤0.01%	439
2016 Q3	$8K	Hold	300	–	–	﹤0.01%	448
2016 Q2	$9K	Buy	+300	New	+$8.61K	﹤0.01%	442

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

M&R Capital Management's SJI Position: Q1 2023 in Review

M&R Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 66 shares — an estimated $2.36K sold.

M&R Capital Management first reported a position in SJI in Q2 2016 and held it in 22 quarters. The position peaked at $10K in Q2 2019. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

M&R Capital Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
M&R Capital Management sold 66 South Jersey Industries, Inc. shares in Q1 2023, an estimated $2.36K.
M&R Capital Management first reported a position in South Jersey Industries, Inc. in Q2 2016 and held it in 22 quarters.
M&R Capital Management's South Jersey Industries, Inc. position peaked at $10K in Q2 2019.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on M&R Capital Management's 13F filing for Q1 2023, filed 3 Apr 2023.