PenderFund Capital Management’s South Jersey Industries, Inc. SJI Stock Holding History

PenderFund Capital 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	-4,120	Closed	-$198K	–	170
2022 Q4	$198K	Sell	4,120 -4,960	-55%	-$171K	0.06%	99
2022 Q3	$419K	Buy	9,080 +760	+9%	+$25.9K	0.13%	87
2022 Q2	$366K	Hold	8,320	–	–	0.1%	76
2022 Q1	$359K	Buy	+8,320	New	+$240K	0.09%	64

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

PenderFund Capital Management's SJI Position: Q1 2023 in Review

PenderFund Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 4,120 shares — an estimated $198K sold.

PenderFund Capital Management first reported a position in SJI in Q1 2022 and held it in 4 quarters. The position peaked at $419K in Q3 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

PenderFund Capital Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
PenderFund Capital Management sold 4,120 South Jersey Industries, Inc. shares in Q1 2023, an estimated $198K.
PenderFund Capital Management first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 4 quarters.
PenderFund Capital Management's South Jersey Industries, Inc. position peaked at $419K in Q3 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on PenderFund Capital Management's 13F filing for Q1 2023, filed 15 May 2023.