MassMutual Private Wealth & Trust’s South Jersey Industries, Inc. SJI Stock Holding History

MassMutual Private Wealth & Trust’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	-139	Closed	-$5K	–	1928
2022 Q4	$5K	Buy	+139	New	+$4.8K	﹤0.01%	1027
2021 Q4	–	Sell	-380	Closed	-$8K	–	1510
2021 Q3	$8K	Buy	+380	New	+$9.36K	﹤0.01%	766
2018 Q3	–	Sell	-33	Closed	-$1.1K	–	1133
2018 Q2	$1.1K	Buy	+33	New	+$1.03K	﹤0.01%	987

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

MassMutual Private Wealth & Trust's SJI Position: Q1 2023 in Review

MassMutual Private Wealth & Trust sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 139 shares — an estimated $5K sold.

MassMutual Private Wealth & Trust first reported a position in SJI in Q2 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2021. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

MassMutual Private Wealth & Trust reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 139 South Jersey Industries, Inc. shares in Q1 2023, an estimated $5K.
MassMutual Private Wealth & Trust first reported a position in South Jersey Industries, Inc. in Q2 2018 and held it in 3 quarters.
MassMutual Private Wealth & Trust's South Jersey Industries, Inc. position peaked at $8K in Q3 2021.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2023, filed 11 Apr 2023.