UBS Group’s South Jersey Industries, Inc. SJI Stock Holding History

UBS Group’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	-89,200	Closed	-$3.17M	–	11441
2022 Q4	$3.17M	Buy	+89,200	New	+$3.08M	﹤0.01%	2924

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

UBS Group's SJI Position: Q1 2023 in Review

UBS Group sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 200,548 shares — an estimated $7.13M sold.

UBS Group first reported a position in SJI in Q4 2014 and held it in 33 quarters. The position peaked at $13.6M in Q4 2021. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

UBS Group reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
UBS Group sold 200,548 South Jersey Industries, Inc. shares in Q1 2023, an estimated $7.13M.
UBS Group first reported a position in South Jersey Industries, Inc. in Q4 2014 and held it in 33 quarters.
UBS Group's South Jersey Industries, Inc. position peaked at $13.6M in Q4 2021.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.