Sculati Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History

Sculati Wealth 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	-49,530	Closed	-$1.76M	–	116
2022 Q4	$1.76M	Sell	49,530 -126	-0.3%	-$4.35K	0.99%	33
2022 Q3	$1.66M	Hold	49,656	–	–	0.98%	31
2022 Q2	$1.7M	Hold	49,656	–	–	0.97%	34
2022 Q1	$1.72M	Buy	49,656 +3,395	+7%	+$97.9K	0.84%	42
2021 Q4	$1.21M	Buy	46,261 +2,655	+6%	+$63.1K	0.58%	52
2021 Q3	$927K	Buy	43,606 +4,560	+12%	+$112K	0.49%	63
2021 Q2	$1.01M	Buy	39,046 +4,140	+12%	+$107K	0.54%	57
2021 Q1	$788K	Buy	+34,906	New	+$826K	0.45%	65

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

Sculati Wealth Management's SJI Position: Q1 2023 in Review

Sculati Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 49,530 shares — an estimated $1.76M sold.

Sculati Wealth Management first reported a position in SJI in Q1 2021 and held it in 8 quarters. The position peaked at $1.76M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Sculati Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Sculati Wealth Management sold 49,530 South Jersey Industries, Inc. shares in Q1 2023, an estimated $1.76M.
Sculati Wealth Management first reported a position in South Jersey Industries, Inc. in Q1 2021 and held it in 8 quarters.
Sculati Wealth Management's South Jersey Industries, Inc. position peaked at $1.76M in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Sculati Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.