Meridian Wealth Partners’s South Jersey Industries, Inc. SJI Stock Holding History

Meridian Wealth Partners’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	-6,375	Closed	-$227K	–	102
2022 Q4	$227K	Hold	6,375	–	–	0.05%	80
2022 Q3	$213K	Hold	6,375	–	–	0.05%	77
2022 Q2	$218K	Hold	6,375	–	–	0.05%	73
2022 Q1	$220K	Buy	+6,375	New	+$184K	0.05%	75

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

Meridian Wealth Partners's SJI Position: Q1 2023 in Review

Meridian Wealth Partners sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 6,375 shares — an estimated $227K sold.

Meridian Wealth Partners first reported a position in SJI in Q1 2022 and held it in 4 quarters. The position peaked at $227K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Meridian Wealth Partners reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Meridian Wealth Partners sold 6,375 South Jersey Industries, Inc. shares in Q1 2023, an estimated $227K.
Meridian Wealth Partners first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 4 quarters.
Meridian Wealth Partners's South Jersey Industries, Inc. position peaked at $227K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Meridian Wealth Partners's 13F filing for Q1 2023, filed 4 May 2023.