Susquehanna Fundamental Investments’s South Jersey Industries, Inc. SJI Stock Holding History

Susquehanna Fundamental Investments’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	-16,610	Closed	-$590K	–	1167
2022 Q4	$590K	Sell	16,610 -48,071	-74%	-$1.66M	0.01%	819
2022 Q3	$2.16M	Buy	+64,681	New	+$2.21M	0.04%	560
2022 Q1	$5.03M	Buy	145,542 +16,400	+13%	+$473K	0.1%	286
2021 Q4	$3.37M	Buy	129,142 +17,464	+16%	+$415K	0.09%	286
2021 Q3	$2.37M	Buy	+111,678	New	+$2.75M	0.04%	545
2020 Q3	–	Sell	-103,400	Closed	-$2.58M	–	1387
2020 Q2	$2.58M	Buy	103,400 +20,400	+25%	+$538K	0.12%	205
2020 Q1	$2.08M	Buy	+83,000	New	+$2.45M	0.41%	67

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

Susquehanna Fundamental Investments's SJI Position: Q1 2023 in Review

Susquehanna Fundamental Investments sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 16,610 shares — an estimated $590K sold.

Susquehanna Fundamental Investments first reported a position in SJI in Q1 2020 and held it in 7 quarters. The position peaked at $5.03M in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Susquehanna Fundamental Investments reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 16,610 South Jersey Industries, Inc. shares in Q1 2023, an estimated $590K.
Susquehanna Fundamental Investments first reported a position in South Jersey Industries, Inc. in Q1 2020 and held it in 7 quarters.
Susquehanna Fundamental Investments's South Jersey Industries, Inc. position peaked at $5.03M in Q1 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2023, filed 16 May 2023.