Osaic Holdings’s South Jersey Industries, Inc. SJI Stock Holding History

Osaic Holdings’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	-10,092	Closed	-$358K	–	7689
2022 Q4	$358K	Sell	10,092 -2,971	-23%	-$103K	﹤0.01%	3351
2022 Q3	$437K	Sell	13,063 -540	-4%	-$18.4K	﹤0.01%	3017
2022 Q2	$464K	Sell	13,603 -21,640	-61%	-$741K	﹤0.01%	2996
2022 Q1	$1.24M	Sell	35,243 -10,923	-24%	-$315K	﹤0.01%	2369
2021 Q4	$1.21M	Buy	46,166 +6,565	+17%	+$156K	﹤0.01%	2227
2021 Q3	$843K	Buy	39,601 +2,555	+7%	+$62.9K	﹤0.01%	2506
2021 Q2	$965K	Buy	37,046 +116	+0.3%	+$2.99K	﹤0.01%	2387
2021 Q1	$838K	Buy	36,930 +1,993	+6%	+$47.2K	﹤0.01%	2390
2020 Q4	$754K	Sell	34,937 -13,985	-29%	-$302K	﹤0.01%	2283
2020 Q3	$1.04M	Buy	48,922 +2,682	+6%	+$60K	﹤0.01%	1799
2020 Q2	$1.16M	Sell	46,240 -11,825	-20%	-$312K	﹤0.01%	1653
2020 Q1	$1.19M	Buy	+58,065	New	+$1.71M	﹤0.01%	1402

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

Osaic Holdings's SJI Position: Q1 2023 in Review

Osaic Holdings sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 10,092 shares — an estimated $358K sold.

Osaic Holdings first reported a position in SJI in Q1 2020 and held it in 12 quarters. The position peaked at $1.24M in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Osaic Holdings reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Osaic Holdings sold 10,092 South Jersey Industries, Inc. shares in Q1 2023, an estimated $358K.
Osaic Holdings first reported a position in South Jersey Industries, Inc. in Q1 2020 and held it in 12 quarters.
Osaic Holdings's South Jersey Industries, Inc. position peaked at $1.24M in Q1 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Osaic Holdings's 13F filing for Q1 2023, filed 12 May 2023.