Moisand Fitzgerald Tamayo’s South Jersey Industries, Inc. SJI Stock Holding History

Moisand Fitzgerald Tamayo’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	-103	Closed	-$3.66K	–	828
2022 Q4	$3.66K	Buy	103 +44	+75%	+$1.52K	﹤0.01%	446
2022 Q3	$2K	Buy	+59	New	+$2.01K	﹤0.01%	553

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

Moisand Fitzgerald Tamayo's SJI Position: Q1 2023 in Review

Moisand Fitzgerald Tamayo sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 103 shares — an estimated $3.66K sold.

Moisand Fitzgerald Tamayo first reported a position in SJI in Q3 2022 and held it in 2 quarters. The position peaked at $3.66K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Moisand Fitzgerald Tamayo reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 103 South Jersey Industries, Inc. shares in Q1 2023, an estimated $3.66K.
Moisand Fitzgerald Tamayo first reported a position in South Jersey Industries, Inc. in Q3 2022 and held it in 2 quarters.
Moisand Fitzgerald Tamayo's South Jersey Industries, Inc. position peaked at $3.66K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2023, filed 5 May 2023.