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

Virtue Capital 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	-8,611	Closed	-$306K	–	439
2022 Q4	$306K	Buy	8,611 +154	+2%	+$5.32K	0.05%	285
2022 Q3	$283K	Buy	8,457 +76	+0.9%	+$2.59K	0.04%	187
2022 Q2	$286K	Buy	8,381 +75	+0.9%	+$2.57K	0.05%	193
2022 Q1	$287K	Hold	8,306	–	–	0.05%	335
2021 Q4	$217K	Buy	+8,306	New	+$197K	0.03%	385
2021 Q3	–	Sell	-8,224	Closed	-$213K	–	395
2021 Q2	$213K	Buy	+8,224	New	+$212K	0.04%	289

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

Virtue Capital Management's SJI Position: Q1 2023 in Review

Virtue Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 8,611 shares — an estimated $306K sold.

Virtue Capital Management first reported a position in SJI in Q2 2021 and held it in 6 quarters. The position peaked at $306K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Virtue Capital Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Virtue Capital Management sold 8,611 South Jersey Industries, Inc. shares in Q1 2023, an estimated $306K.
Virtue Capital Management first reported a position in South Jersey Industries, Inc. in Q2 2021 and held it in 6 quarters.
Virtue Capital Management's South Jersey Industries, Inc. position peaked at $306K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Virtue Capital Management's 13F filing for Q1 2023, filed 11 May 2023.