Schubert & Co’s South Jersey Industries, Inc. SJI Stock Holding History

Schubert & Co’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	-32	Closed	-$1.14K	–	1696
2022 Q4	$1.14K	Sell	32 -5	-14%	-$173	﹤0.01%	1121
2022 Q3	$1K	Buy	37 +2	+6%	+$68	﹤0.01%	1348
2022 Q2	$1K	Buy	35 +16	+84%	+$548	﹤0.01%	1411
2022 Q1	$1K	Buy	19 +9	+90%	+$260	﹤0.01%	1031
2021 Q4	$0	Buy	+10	New	+$238	﹤0.01%	1370

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

Schubert & Co's SJI Position: Q1 2023 in Review

Schubert & Co sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 32 shares — an estimated $1.14K sold.

Schubert & Co first reported a position in SJI in Q4 2021 and held it in 5 quarters. The position peaked at $1.14K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Schubert & Co reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Schubert & Co sold 32 South Jersey Industries, Inc. shares in Q1 2023, an estimated $1.14K.
Schubert & Co first reported a position in South Jersey Industries, Inc. in Q4 2021 and held it in 5 quarters.
Schubert & Co's South Jersey Industries, Inc. position peaked at $1.14K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Schubert & Co's 13F filing for Q1 2023, filed 2 May 2023.