Pathstone Family Office’s South Jersey Industries, Inc. SJI Stock Holding History

Pathstone Family Office’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	-16,196	Closed	-$575K	–	1566
2022 Q4	$575K	Sell	16,196 -1,644	-9%	-$56.8K	﹤0.01%	1039
2022 Q3	$597K	Buy	17,840 +10,015	+128%	+$342K	0.01%	997
2022 Q2	$267K	Buy	+7,825	New	+$268K	0.01%	848
2019 Q2	–	Sell	-65	Closed	-$2K	–	949
2019 Q1	$2K	Buy	+65	New	+$1.97K	﹤0.01%	817

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

Pathstone Family Office's SJI Position: Q1 2023 in Review

Pathstone Family Office sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 16,196 shares — an estimated $575K sold.

Pathstone Family Office first reported a position in SJI in Q1 2019 and held it in 4 quarters. The position peaked at $597K in Q3 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Pathstone Family Office reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Pathstone Family Office sold 16,196 South Jersey Industries, Inc. shares in Q1 2023, an estimated $575K.
Pathstone Family Office first reported a position in South Jersey Industries, Inc. in Q1 2019 and held it in 4 quarters.
Pathstone Family Office's South Jersey Industries, Inc. position peaked at $597K in Q3 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.