Magellan Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History

Magellan Asset 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	-91,291	Closed	-$3.24M	–	160
2022 Q4	$3.24M	Buy	91,291 +1,703	+2%	+$58.8K	0.03%	67
2022 Q3	$2.99M	Buy	89,588 +728	+0.8%	+$24.8K	0.02%	64
2022 Q2	$3.03M	Sell	88,860 -5,637	-6%	-$193K	0.02%	66
2022 Q1	$3.27M	Sell	94,497 -2,667	-3%	-$76.9K	0.01%	63
2021 Q4	$2.54M	Buy	97,164 +6,631	+7%	+$158K	0.01%	66
2021 Q3	$1.93M	Buy	90,533 +9,241	+11%	+$228K	﹤0.01%	64
2021 Q2	$2.11M	Buy	81,292 +15,406	+23%	+$397K	﹤0.01%	57
2021 Q1	$1.49M	Sell	65,886 -4,970	-7%	-$118K	﹤0.01%	60
2020 Q4	$1.53M	Hold	70,856	–	–	﹤0.01%	57
2020 Q3	$1.36M	Hold	70,856	–	–	﹤0.01%	55
2020 Q2	$1.77M	Hold	70,856	–	–	0.01%	55
2020 Q1	$1.77M	Sell	70,856 -2,236	-3%	-$66K	0.01%	56
2019 Q4	$2.41M	Hold	73,092	–	–	0.01%	56
2019 Q3	$2.4M	Buy	+73,092	New	+$2.39M	0.01%	56

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

Magellan Asset Management's SJI Position: Q1 2023 in Review

Magellan Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 91,291 shares — an estimated $3.24M sold.

Magellan Asset Management first reported a position in SJI in Q3 2019 and held it in 14 quarters. The position peaked at $3.27M in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Magellan Asset Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Magellan Asset Management sold 91,291 South Jersey Industries, Inc. shares in Q1 2023, an estimated $3.24M.
Magellan Asset Management first reported a position in South Jersey Industries, Inc. in Q3 2019 and held it in 14 quarters.
Magellan Asset Management's South Jersey Industries, Inc. position peaked at $3.27M in Q1 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Magellan Asset Management's 13F filing for Q1 2023, filed 12 May 2023.