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

Silverlake 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	-14,438	Closed	-$513K	–	223
2022 Q4	$513K	Buy	14,438 +538	+4%	+$18.6K	0.32%	74
2022 Q3	$465K	Buy	+13,900	New	+$474K	0.31%	80

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

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

Silverlake Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 14,438 shares — an estimated $513K sold.

Silverlake Wealth Management first reported a position in SJI in Q3 2022 and held it in 2 quarters. The position peaked at $513K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Silverlake Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Silverlake Wealth Management sold 14,438 South Jersey Industries, Inc. shares in Q1 2023, an estimated $513K.
Silverlake Wealth Management first reported a position in South Jersey Industries, Inc. in Q3 2022 and held it in 2 quarters.
Silverlake Wealth Management's South Jersey Industries, Inc. position peaked at $513K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Silverlake Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.