Private Portfolio Partners’s South Jersey Industries, Inc. SJI Stock Holding History

Private Portfolio Partners’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	-6,368	Closed	-$226K	–	283
2022 Q4	$226K	Hold	6,368	–	–	0.06%	240
2022 Q3	$213K	Hold	6,368	–	–	0.06%	246
2022 Q2	$217K	Sell	6,368 -250	-4%	-$8.56K	0.06%	242
2022 Q1	$229K	Sell	6,618 -5,758	-47%	-$166K	0.06%	256
2021 Q4	$323K	Buy	+12,376	New	+$294K	0.08%	211

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

Private Portfolio Partners's SJI Position: Q1 2023 in Review

Private Portfolio Partners sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 6,368 shares — an estimated $226K sold.

Private Portfolio Partners first reported a position in SJI in Q4 2021 and held it in 5 quarters. The position peaked at $323K in Q4 2021. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Private Portfolio Partners reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Private Portfolio Partners sold 6,368 South Jersey Industries, Inc. shares in Q1 2023, an estimated $226K.
Private Portfolio Partners first reported a position in South Jersey Industries, Inc. in Q4 2021 and held it in 5 quarters.
Private Portfolio Partners's South Jersey Industries, Inc. position peaked at $323K in Q4 2021.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Private Portfolio Partners's 13F filing for Q1 2023, filed 12 May 2023.