Matthew Hamilton Rosenberg’s South Jersey Industries, Inc. SJI Stock Holding History

Matthew Hamilton Rosenberg’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	-116	Closed	-$4.12K	–	949
2022 Q4	$4.12K	Hold	116	–	–	﹤0.01%	732
2022 Q3	$4K	Hold	116	–	–	﹤0.01%	741
2022 Q2	$4K	Hold	116	–	–	﹤0.01%	724
2022 Q1	$4K	Hold	116	–	–	﹤0.01%	692
2021 Q4	$3K	Hold	116	–	–	﹤0.01%	682
2021 Q3	$2K	Buy	+116	New	+$2.86K	﹤0.01%	671

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

Matthew Hamilton Rosenberg's SJI Position: Q1 2023 in Review

Matthew Hamilton Rosenberg sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 116 shares — an estimated $4.12K sold.

Matthew Hamilton Rosenberg first reported a position in SJI in Q3 2021 and held it in 6 quarters. The position peaked at $4.12K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Matthew Hamilton Rosenberg reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 116 South Jersey Industries, Inc. shares in Q1 2023, an estimated $4.12K.
Matthew Hamilton Rosenberg first reported a position in South Jersey Industries, Inc. in Q3 2021 and held it in 6 quarters.
Matthew Hamilton Rosenberg's South Jersey Industries, Inc. position peaked at $4.12K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2023, filed 17 Apr 2023.