NewEdge Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

NewEdge Advisors’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	-4,058	Closed	-$144	–	4347
2022 Q4	$144	Buy	+4,058	New	+$140K	﹤0.01%	3333
2017 Q3	–	Sell	-1,519	Closed	-$50.5K	–	1208
2017 Q2	$50.5K	Buy	+1,519	New	+$55.1K	0.01%	536

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

NewEdge Advisors's SJI Position: Q1 2023 in Review

NewEdge Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 4,058 shares — an estimated $144 sold.

NewEdge Advisors first reported a position in SJI in Q2 2017 and held it in 2 quarters. The position peaked at $50.5K in Q2 2017. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

NewEdge Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 4,058 South Jersey Industries, Inc. shares in Q1 2023, an estimated $144.
NewEdge Advisors first reported a position in South Jersey Industries, Inc. in Q2 2017 and held it in 2 quarters.
NewEdge Advisors's South Jersey Industries, Inc. position peaked at $50.5K in Q2 2017.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.