Morgan Stanley’s South Jersey Industries, Inc. Corporate Units SJIV Stock Holding History

Morgan Stanley’s Portfolio SJIV Stock Details SJIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-295,524	Closed	-$20.3M	–	7951
2022 Q4	$20.3M	Buy	295,524 +175,439	+146%	+$12M	﹤0.01%	2328
2022 Q3	$8.01M	Sell	120,085 -86,040	-42%	-$5.87M	﹤0.01%	3197
2022 Q2	$14M	Buy	206,125 +39	+0%	+$2.68K	﹤0.01%	2684
2022 Q1	$14.3M	Buy	206,086 +92,035	+81%	+$5.57M	﹤0.01%	2474
2021 Q4	$6.36M	Sell	114,051 -29,138	-20%	-$1.52M	﹤0.01%	3462
2021 Q3	$6.82M	Buy	143,189 +112,043	+360%	+$6.02M	﹤0.01%	3351
2021 Q2	$1.71M	Buy	+31,146	New	+$1.73M	﹤0.01%	4747

Morgan Stanley's SJIV Position: Q1 2023 in Review

Morgan Stanley sold out of South Jersey Industries, Inc. Corporate Units (SJIV) in Q1 2023, closing a stake of 295,524 shares — an estimated $20.3M sold.

Morgan Stanley first reported a position in SJIV in Q2 2021 and held it in 7 quarters. The position peaked at $20.3M in Q4 2022. 0 funds tracked by Wall St. Rank hold SJIV as of Q1 2023.

Morgan Stanley reported no remaining South Jersey Industries, Inc. Corporate Units position as of Q1 2023 after selling out during the quarter.
Morgan Stanley sold 295,524 South Jersey Industries, Inc. Corporate Units shares in Q1 2023, an estimated $20.3M.
Morgan Stanley first reported a position in South Jersey Industries, Inc. Corporate Units in Q2 2021 and held it in 7 quarters.
Morgan Stanley's South Jersey Industries, Inc. Corporate Units position peaked at $20.3M in Q4 2022.
0 funds tracked by Wall St. Rank held South Jersey Industries, Inc. Corporate Units as of Q1 2023.

Based on Morgan Stanley's 13F filing for Q1 2023, filed 15 May 2023.