Stifel Financial’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-236,026
| Closed | -$8.39M | – | 3466 |
|
|
2022
Q4 | $8.39M | Buy |
236,026
+15,747
| +7% | +$544K | 0.01% | 737 |
|
|
2022
Q3 | $7.36M | Buy |
220,279
+30,144
| +16% | +$1.03M | 0.01% | 759 |
|
|
2022
Q2 | $6.49M | Buy |
190,135
+33,396
| +21% | +$1.14M | 0.01% | 835 |
|
|
2022
Q1 | $5.42M | Buy |
156,739
+22,595
| +17% | +$652K | 0.01% | 1014 |
|
|
2021
Q4 | $3.5M | Buy |
134,144
+20,338
| +18% | +$483K | ﹤0.01% | 1259 |
|
|
2021
Q3 | $2.42M | Buy |
113,806
+14,629
| +15% | +$360K | ﹤0.01% | 1455 |
|
|
2021
Q2 | $2.57M | Buy |
99,177
+89,322
| +906% | +$2.3M | ﹤0.01% | 1439 |
|
|
2021
Q1 | $223K | Buy |
+9,855
| New | +$233K | ﹤0.01% | 2963 |
|
|
2020
Q2 | – | Sell |
-82,906
| Closed | -$2.08M | – | 2988 |
|
|
2020
Q1 | $2.08M | Sell |
82,906
-303,846
| -79% | -$8.97M | 0.01% | 1022 |
|
|
2019
Q4 | $12.8M | Sell |
386,752
-22,131
| -5% | -$698K | 0.03% | 506 |
|
|
2019
Q3 | $13.5M | Sell |
408,883
-18,497
| -4% | -$604K | 0.03% | 449 |
|
|
2019
Q2 | $14.4M | Sell |
427,380
-12,477
| -3% | -$403K | 0.04% | 439 |
|
|
2019
Q1 | $14.1M | Buy |
439,857
+82,388
| +23% | +$2.49M | 0.04% | 420 |
|
|
2018
Q4 | $9.95M | Buy |
357,469
+31,903
| +10% | +$1.01M | 0.03% | 493 |
|
|
2018
Q3 | $11.5M | Sell |
325,566
-113,602
| -26% | -$3.86M | 0.03% | 481 |
|
|
2018
Q2 | $14.7M | Buy |
439,168
+7,602
| +2% | +$239K | 0.05% | 400 |
|
|
2018
Q1 | $12.2M | Buy |
431,566
+23,414
| +6% | +$658K | 0.04% | 461 |
|
|
2017
Q4 | $12.8M | Buy |
408,152
+4,969
| +1% | +$164K | 0.04% | 434 |
|
|
2017
Q3 | $13.9M | Buy |
403,183
+21,573
| +6% | +$749K | 0.05% | 386 |
|
|
2017
Q2 | $13M | Buy |
381,610
+47,435
| +14% | +$1.72M | 0.05% | 378 |
|
|
2017
Q1 | $11.9M | Buy |
334,175
+73,594
| +28% | +$2.47M | 0.05% | 395 |
|
|
2016
Q4 | $8.78M | Buy |
260,581
+36,636
| +16% | +$1.14M | 0.04% | 457 |
|
|
2016
Q3 | $6.63M | Buy |
223,945
+24,464
| +12% | +$749K | 0.03% | 530 |
|
|
2016
Q2 | $6.31M | Buy |
199,481
+38,106
| +24% | +$1.09M | 0.03% | 514 |
|
|
2016
Q1 | $4.59M | Buy |
161,375
+11,217
| +7% | +$287K | 0.02% | 575 |
|
|
2015
Q4 | $3.53M | Buy |
150,158
+19,429
| +15% | +$476K | 0.02% | 716 |
|
|
2015
Q3 | $3.3M | Buy |
130,729
+28,559
| +28% | +$698K | 0.02% | 695 |
|
|
2015
Q2 | $2.44M | Buy |
102,170
+37,986
| +59% | +$993K | 0.01% | 899 |
|
|
2015
Q1 | $1.74M | Buy |
64,184
+4,350
| +7% | +$124K | 0.01% | 1002 |
|
|
2014
Q4 | $1.76M | Buy |
59,834
+21,696
| +57% | +$620K | 0.01% | 973 |
|
|
2014
Q3 | $1.02M | Buy |
38,138
+5,666
| +17% | +$159K | 0.01% | 1121 |
|
|
2014
Q2 | $981K | Buy |
32,472
+1,118
| +4% | +$31.9K | 0.01% | 1132 |
|
|
2014
Q1 | $879K | Buy |
+31,354
| New | +$861K | 0.01% | 1146 |
|
Other funds holding SJI
Stifel Financial's SJI Position: Q1 2023 in Review
Stifel Financial sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 236,026 shares — an estimated $8.39M sold.
Stifel Financial first reported a position in SJI in Q1 2014 and held it in 33 quarters. The position peaked at $14.7M in Q2 2018. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.
- Stifel Financial reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
- Stifel Financial sold 236,026 South Jersey Industries, Inc. shares in Q1 2023, an estimated $8.39M.
- Stifel Financial first reported a position in South Jersey Industries, Inc. in Q1 2014 and held it in 33 quarters.
- Stifel Financial's South Jersey Industries, Inc. position peaked at $14.7M in Q2 2018.
- 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.
Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.