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

Melqart 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	-1,421,409	Closed	-$50.5M	–	56
2022 Q4	$50.5M	Buy	1,421,409 +451,887	+47%	+$15.6M	4.27%	5
2022 Q3	$32.4M	Sell	969,522 -21,833	-2%	-$744K	2.48%	12
2022 Q2	$33.8M	Buy	+991,355	New	+$33.9M	2.62%	11

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

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

Melqart Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 1,421,409 shares — an estimated $50.5M sold.

Melqart Asset Management first reported a position in SJI in Q2 2022 and held it in 3 quarters. The position peaked at $50.5M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Melqart Asset Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Melqart Asset Management sold 1,421,409 South Jersey Industries, Inc. shares in Q1 2023, an estimated $50.5M.
Melqart Asset Management first reported a position in South Jersey Industries, Inc. in Q2 2022 and held it in 3 quarters.
Melqart Asset Management's South Jersey Industries, Inc. position peaked at $50.5M in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Melqart Asset Management's 13F filing for Q1 2023, filed 15 May 2023.