M&T Bank’s South Jersey Industries, Inc. SJI Stock Holding History

M&T Bank’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	-10,255	Closed	-$365K	–	1770
2022 Q4	$365K	Buy	10,255 +240	+2%	+$8.29K	﹤0.01%	1223
2022 Q3	$334K	Buy	+10,015	New	+$342K	﹤0.01%	1233

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&T Bank's SJI Position: Q1 2023 in Review

M&T Bank sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 10,255 shares — an estimated $365K sold.

M&T Bank first reported a position in SJI in Q3 2022 and held it in 2 quarters. The position peaked at $365K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

M&T Bank reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
M&T Bank sold 10,255 South Jersey Industries, Inc. shares in Q1 2023, an estimated $365K.
M&T Bank first reported a position in South Jersey Industries, Inc. in Q3 2022 and held it in 2 quarters.
M&T Bank's South Jersey Industries, Inc. position peaked at $365K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on M&T Bank's 13F filing for Q1 2023, filed 11 May 2023.