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

Rockefeller 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	-3,181	Closed	-$113K	–	4212
2022 Q4	$113K	Sell	3,181 -401	-11%	-$13.9K	﹤0.01%	1972
2022 Q3	$119K	Sell	3,582 -30,773	-90%	-$1.05M	﹤0.01%	1895
2022 Q2	$1.17M	Sell	34,355 -1,377	-4%	-$47.2K	0.01%	945
2022 Q1	$1.23M	Sell	35,732 -141	-0.4%	-$4.07K	0.01%	984
2021 Q4	$937K	Buy	+35,873	New	+$852K	﹤0.01%	1067
2020 Q1	–	Sell	-259	Closed	-$9K	–	2525
2019 Q4	$9K	Buy	259 +5	+2%	+$158	﹤0.01%	1649
2019 Q3	$8K	Buy	254 +2	+0.8%	+$65	﹤0.01%	1506
2019 Q2	$9K	Sell	252 -81	-24%	-$2.62K	﹤0.01%	1290
2019 Q1	$11K	Buy	+333	New	+$10.1K	﹤0.01%	1457

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

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

Rockefeller Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 3,181 shares — an estimated $113K sold.

Rockefeller Capital Management first reported a position in SJI in Q1 2019 and held it in 9 quarters. The position peaked at $1.23M in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Rockefeller Capital Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Rockefeller Capital Management sold 3,181 South Jersey Industries, Inc. shares in Q1 2023, an estimated $113K.
Rockefeller Capital Management first reported a position in South Jersey Industries, Inc. in Q1 2019 and held it in 9 quarters.
Rockefeller Capital Management's South Jersey Industries, Inc. position peaked at $1.23M in Q1 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.