RMA
SJI

Roffman Miller Associates’s South Jersey Industries, Inc. SJI Stock Holding History

Roffman Miller Associates’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
-64,765
Closed -$2.3M – 75
2022
Q4 		$2.3M Sell
64,765
-3,150
-5% -$109K 0.19% 52
2022
Q3 		$2.27M Sell
67,915
-23,130
-25% -$789K 0.21% 53
2022
Q2 		$3.11M Sell
91,045
-67,219
-42% -$2.3M 0.27% 52
2022
Q1 		$5.47M Sell
158,264
-403,408
-72% -$11.6M 0.41% 50
2021
Q4 		$14.7M Sell
561,672
-15,203
-3% -$361K 0.99% 39
2021
Q3 		$12.3M Sell
576,875
-106,950
-16% -$2.63M 0.91% 40
2021
Q2 		$15.3M Buy
683,825
+7,829
+1% +$202K 1.16% 35
2021
Q1 		$13.4M Buy
675,996
+36,859
+6% +$872K 1.11% 35
2020
Q4 		$12.7M Buy
639,137
+34,762
+6% +$751K 1.1% 36
2020
Q3 		$11.6M Buy
604,375
+11,138
+2% +$249K 1.13% 35
2020
Q2 		$14.8M Buy
593,237
+10,396
+2% +$274K 1.47% 27
2020
Q1 		$14.6M Buy
582,841
+25,394
+5% +$749K 1.82% 25
2019
Q4 		$18.4M Buy
557,447
+1,256
+0.2% +$39.6K 1.84% 27
2019
Q3 		$18.3M Sell
556,191
-7,469
-1% -$244K 1.92% 27
2019
Q2 		$19M Buy
563,660
+6,068
+1% +$196K 2.04% 27
2019
Q1 		$17.9M Buy
557,592
+13,818
+3% +$418K 2.03% 27
2018
Q4 		$15.1M Sell
543,774
-12,655
-2% -$401K 1.97% 28
2018
Q3 		$19.6M Sell
556,429
-3,304
-0.6% -$112K 2.18% 23
2018
Q2 		$18.7M Sell
559,733
-4,919
-0.9% -$154K 2.29% 22
2018
Q1 		$15.9M Buy
564,652
+20,736
+4% +$583K 2.02% 29
2017
Q4 		$17M Buy
543,916
+13,567
+3% +$448K 2.1% 28
2017
Q3 		$18.3M Buy
530,349
+20,395
+4% +$708K 2.41% 19
2017
Q2 		$17.4M Buy
509,954
+12,299
+2% +$446K 2.39% 20
2017
Q1 		$17.7M Buy
497,655
+20,549
+4% +$689K 2.51% 17
2016
Q4 		$16.1M Buy
477,106
+14,873
+3% +$464K 2.42% 18
2016
Q3 		$13.7M Buy
462,233
+6,217
+1% +$190K 2.21% 25
2016
Q2 		$14.4M Buy
456,016
+15,651
+4% +$449K 2.37% 20
2016
Q1 		$12.5M Buy
440,365
+11,391
+3% +$292K 2.15% 26
2015
Q4 		$10.1M Buy
428,974
+33,331
+8% +$816K 1.85% 32
2015
Q3 		$9.99M Buy
395,643
+5,974
+2% +$146K 1.96% 29
2015
Q2 		$9.64M Buy
389,669
+13,709
+4% +$358K 1.83% 31
2015
Q1 		$10.2M Buy
375,960
+3,512
+0.9% +$100K 1.95% 29
2014
Q4 		$11M Buy
372,448
+3,596
+1% +$103K 2.13% 21
2014
Q3 		$9.84M Buy
368,852
+17,194
+5% +$483K 2.02% 24
2014
Q2 		$10.6M Buy
351,658
+17,238
+5% +$491K 2.24% 21
2014
Q1 		$9.38M Buy
334,420
+13,080
+4% +$359K 2.08% 24
2013
Q4 		$8.99M Buy
321,340
+28,498
+10% +$815K 2.07% 24
2013
Q3 		$8.58M Buy
292,842
+15,722
+6% +$464K 2.17% 21
2013
Q2 		$7.96M Buy
+277,120
New +$8.1M 2.12% 21

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

Roffman Miller Associates's SJI Position: Q1 2023 in Review

Roffman Miller Associates sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 64,765 shares — an estimated $2.3M sold.

Roffman Miller Associates first reported a position in SJI in Q2 2013 and held it in 39 quarters. The position peaked at $19.6M in Q3 2018. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Roffman Miller Associates reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Roffman Miller Associates sold 64,765 South Jersey Industries, Inc. shares in Q1 2023, an estimated $2.3M.
  • Roffman Miller Associates first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 39 quarters.
  • Roffman Miller Associates's South Jersey Industries, Inc. position peaked at $19.6M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Roffman Miller Associates's 13F filing for Q1 2023, filed 10 May 2023.