Mackenzie Financial’s South Jersey Industries, Inc. SJI Stock Holding History

Mackenzie Financial’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	-7,637	Closed	-$271K	–	1646
2022 Q4	$271K	Sell	7,637 -403	-5%	-$13.9K	﹤0.01%	1125
2022 Q3	$269K	Sell	8,040 -351	-4%	-$12K	﹤0.01%	1134
2022 Q2	$286K	Buy	8,391 +2,573	+44%	+$88.1K	﹤0.01%	1110
2022 Q1	$201K	Buy	+5,818	New	+$168K	﹤0.01%	1302

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

Mackenzie Financial's SJI Position: Q1 2023 in Review

Mackenzie Financial sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 7,637 shares — an estimated $271K sold.

Mackenzie Financial first reported a position in SJI in Q1 2022 and held it in 4 quarters. The position peaked at $286K in Q2 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Mackenzie Financial reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Mackenzie Financial sold 7,637 South Jersey Industries, Inc. shares in Q1 2023, an estimated $271K.
Mackenzie Financial first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 4 quarters.
Mackenzie Financial's South Jersey Industries, Inc. position peaked at $286K in Q2 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Mackenzie Financial's 13F filing for Q1 2023, filed 24 Apr 2023.