Private Trust Company’s South Jersey Industries, Inc. SJI Stock Holding History

Private Trust Company’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	-514	Closed	-$18K	–	2393
2022 Q4	$18K	Hold	514	–	–	﹤0.01%	1350
2022 Q3	$17K	Hold	514	–	–	﹤0.01%	1260
2022 Q2	$18K	Buy	+514	New	+$17.6K	﹤0.01%	1283
2014 Q4	–	Sell	-456	Closed	-$12K	–	1279
2014 Q3	$12K	Sell	456 -4	-0.9%	-$112	﹤0.01%	1041
2014 Q2	$14K	Hold	460	–	–	﹤0.01%	976
2014 Q1	$13K	Buy	460 +352	+326%	+$9.67K	﹤0.01%	879
2013 Q4	$3K	Hold	108	–	–	﹤0.01%	1376
2013 Q3	$3K	Sell	108 -4	-4%	-$118	﹤0.01%	1317
2013 Q2	$3K	Buy	+112	New	+$3.27K	﹤0.01%	1252

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 Trust Company's SJI Position: Q1 2023 in Review

Private Trust Company sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 514 shares — an estimated $18K sold.

Private Trust Company first reported a position in SJI in Q2 2013 and held it in 9 quarters. The position peaked at $18K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Private Trust Company reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Private Trust Company sold 514 South Jersey Industries, Inc. shares in Q1 2023, an estimated $18K.
Private Trust Company first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 9 quarters.
Private Trust Company's South Jersey Industries, Inc. position peaked at $18K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Private Trust Company's 13F filing for Q1 2023, filed 12 Apr 2023.