Pinkerton Retirement Specialists’s South Jersey Industries, Inc. SJI Stock Holding History

Pinkerton Retirement Specialists’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	-41,383	Closed	-$1.47M	–	161
2022 Q4	$1.47M	Buy	41,383 +22,588	+120%	+$780K	0.32%	69
2022 Q3	$628K	Buy	+18,795	New	+$641K	0.24%	85

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

Pinkerton Retirement Specialists's SJI Position: Q1 2023 in Review

Pinkerton Retirement Specialists sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 41,383 shares — an estimated $1.47M sold.

Pinkerton Retirement Specialists first reported a position in SJI in Q3 2022 and held it in 2 quarters. The position peaked at $1.47M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Pinkerton Retirement Specialists reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Pinkerton Retirement Specialists sold 41,383 South Jersey Industries, Inc. shares in Q1 2023, an estimated $1.47M.
Pinkerton Retirement Specialists first reported a position in South Jersey Industries, Inc. in Q3 2022 and held it in 2 quarters.
Pinkerton Retirement Specialists's South Jersey Industries, Inc. position peaked at $1.47M in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2023, filed 11 May 2023.