Northwestern Mutual Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History

Northwestern Mutual Wealth 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	-209	Closed	-$7.43K	–	3663
2022 Q4	$7.43K	Buy	209 +59	+39%	+$2.04K	﹤0.01%	2606
2022 Q3	$5K	Hold	150	–	–	﹤0.01%	2711
2022 Q2	$5K	Sell	150 -161	-52%	-$5.51K	﹤0.01%	2740
2022 Q1	$11K	Buy	+311	New	+$8.97K	﹤0.01%	2514
2021 Q4	–	Sell	-238	Closed	-$5K	–	3422
2021 Q3	$5K	Hold	238	–	–	﹤0.01%	2697
2021 Q2	$6K	Buy	+238	New	+$6.13K	﹤0.01%	2624
2020 Q4	–	Sell	-7	Closed	–	–	2938
2020 Q3	$0	Buy	+7	New	+$157	﹤0.01%	2726
2019 Q4	–	Sell	-87	Closed	-$3K	–	2686
2019 Q3	$3K	Buy	87 +19	+28%	+$620	﹤0.01%	2235
2019 Q2	$2K	Sell	68 -3	-4%	-$97	﹤0.01%	2369
2019 Q1	$2K	Sell	71 -100	-58%	-$3.03K	﹤0.01%	2354
2018 Q4	$5K	Hold	171	–	–	﹤0.01%	2055
2018 Q3	$6K	Buy	+171	New	+$5.81K	﹤0.01%	2072
2014 Q1	–	Sell	-22	Closed	-$1K	–	1497
2013 Q4	$1K	Buy	+22	New	+$629	﹤0.01%	1330

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

Northwestern Mutual Wealth Management's SJI Position: Q1 2023 in Review

Northwestern Mutual Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 209 shares — an estimated $7.43K sold.

Northwestern Mutual Wealth Management first reported a position in SJI in Q4 2013 and held it in 13 quarters. The position peaked at $11K in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Northwestern Mutual Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 209 South Jersey Industries, Inc. shares in Q1 2023, an estimated $7.43K.
Northwestern Mutual Wealth Management first reported a position in South Jersey Industries, Inc. in Q4 2013 and held it in 13 quarters.
Northwestern Mutual Wealth Management's South Jersey Industries, Inc. position peaked at $11K in Q1 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.