TC
SJI

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

Trium Capital’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
-271,914
Closed -$9.66M – 102
2022
Q4 		$9.66M Buy
+271,914
New +$9.39M 3.56% 2

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

Trium Capital's SJI Position: Q1 2023 in Review

Trium Capital sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 271,914 shares — an estimated $9.66M sold.

Trium Capital first reported a position in SJI in Q4 2022 and held it in 1 quarter. The position peaked at $9.66M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Trium Capital reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Trium Capital sold 271,914 South Jersey Industries, Inc. shares in Q1 2023, an estimated $9.66M.
  • Trium Capital first reported a position in South Jersey Industries, Inc. in Q4 2022 and held it in 1 quarter.
  • Trium Capital's South Jersey Industries, Inc. position peaked at $9.66M in Q4 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Trium Capital's 13F filing for Q1 2023, filed 16 May 2023.