Old Republic International (ORI)’s South Jersey Industries, Inc. SJI Stock Holding History

Old Republic International (ORI)’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	-820,500	Closed	-$29.2M	–	62
2022 Q4	$29.2M	Hold	820,500	–	–	0.91%	52
2022 Q3	$27.4M	Hold	820,500	–	–	0.91%	52
2022 Q2	$28M	Hold	820,500	–	–	0.68%	66
2022 Q1	$28.3M	Sell	820,500 -31,000	-4%	-$894K	0.58%	79
2021 Q4	$22.2M	Hold	851,500	–	–	0.42%	87
2021 Q3	$18.1M	Sell	851,500 -344,500	-29%	-$8.49M	0.38%	88
2021 Q2	$31M	Hold	1,196,000	–	–	0.6%	77
2021 Q1	$27M	Hold	1,196,000	–	–	0.64%	70
2020 Q4	$25.8M	Hold	1,196,000	–	–	0.64%	69
2020 Q3	$23M	Hold	1,196,000	–	–	0.63%	65
2020 Q2	$29.9M	Hold	1,196,000	–	–	0.85%	60
2020 Q1	$29.9M	Buy	1,196,000 +2,000	+0.2%	+$59K	0.94%	53
2019 Q4	$39.4M	Hold	1,194,000	–	–	0.98%	47
2019 Q3	$39.3M	Hold	1,194,000	–	–	1.05%	42
2019 Q2	$40.3M	Hold	1,194,000	–	–	1.04%	39
2019 Q1	$38.3M	Buy	1,194,000 +472,000	+65%	+$14.3M	1.03%	43
2018 Q4	$20.1M	Buy	722,000 +25,000	+4%	+$791K	0.6%	73
2018 Q3	$24.6M	Hold	697,000	–	–	0.71%	60
2018 Q2	$23.3M	Hold	697,000	–	–	0.72%	61
2018 Q1	$19.6M	Buy	697,000 +107,000	+18%	+$3.01M	0.63%	66
2017 Q4	$18.4M	Buy	590,000 +105,000	+22%	+$3.47M	0.59%	69
2017 Q3	$16.7M	Hold	485,000	–	–	0.55%	71
2017 Q2	$16.6M	Hold	485,000	–	–	0.54%	75
2017 Q1	$17.3M	Hold	485,000	–	–	0.6%	67
2016 Q4	$16.3M	Hold	485,000	–	–	0.59%	69
2016 Q3	$12M	Hold	485,000	–	–	0.52%	63
2016 Q2	$15.3M	Hold	485,000	–	–	0.69%	63
2016 Q1	$13.8M	Buy	+485,000	New	+$12.4M	0.68%	66

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

Old Republic International (ORI)'s SJI Position: Q1 2023 in Review

Old Republic International (ORI) sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 820,500 shares — an estimated $29.2M sold.

Old Republic International (ORI) first reported a position in SJI in Q1 2016 and held it in 28 quarters. The position peaked at $40.3M in Q2 2019. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Old Republic International (ORI) reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Old Republic International (ORI) sold 820,500 South Jersey Industries, Inc. shares in Q1 2023, an estimated $29.2M.
Old Republic International (ORI) first reported a position in South Jersey Industries, Inc. in Q1 2016 and held it in 28 quarters.
Old Republic International (ORI)'s South Jersey Industries, Inc. position peaked at $40.3M in Q2 2019.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Old Republic International (ORI)'s 13F filing for Q1 2023, filed 18 May 2023.