SCM
SJI

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

Shelton 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
-7,646
Closed -$272K – 777
2022
Q4 		$272K Hold
7,646
– – 0.03% 487
2022
Q3 		$256K Buy
7,646
+1,028
+16% +$35.1K 0.01% 515
2022
Q2 		$226K Hold
6,618
– – 0.01% 616
2022
Q1 		$229K Buy
+6,618
New +$191K 0.01% 710
2020
Q2 		– Sell
-8,052
Closed -$201K – 725
2020
Q1 		$201K Sell
8,052
-209
-3% -$6.17K 0.01% 547
2019
Q4 		$272K Buy
+8,261
New +$261K 0.02% 582
2019
Q2 		– Sell
-275
Closed -$8.58K – 887
2019
Q1 		$8.58K Sell
275
-8,304
-97% -$251K 0.03% 442
2018
Q4 		$238K Hold
8,579
– – 0.02% 599
2018
Q3 		$303K Buy
8,579
+801
+10% +$27.2K 0.02% 588
2018
Q2 		$260K Buy
7,778
+658
+9% +$20.6K 0.02% 652
2018
Q1 		$200K Hold
7,120
– – 0.01% 789
2017
Q4 		$222K Hold
7,120
– – 0.01% 769
2017
Q3 		$246K Sell
7,120
-775
-10% -$26.9K 0.02% 679
2017
Q2 		$270K Buy
7,895
+413
+6% +$15K 0.02% 635
2017
Q1 		$267K Buy
+7,482
New +$251K 0.02% 639

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

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

Shelton Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 7,646 shares — an estimated $272K sold.

Shelton Capital Management first reported a position in SJI in Q1 2017 and held it in 15 quarters. The position peaked at $303K in Q3 2018. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Shelton Capital Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Shelton Capital Management sold 7,646 South Jersey Industries, Inc. shares in Q1 2023, an estimated $272K.
  • Shelton Capital Management first reported a position in South Jersey Industries, Inc. in Q1 2017 and held it in 15 quarters.
  • Shelton Capital Management's South Jersey Industries, Inc. position peaked at $303K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Shelton Capital Management's 13F filing for Q1 2023, filed 11 May 2023.