WAM
SJI

Wolverine Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History

Wolverine Asset 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
2022
Q2 		– Sell
-32,100
Closed -$1.11M – 2662
2022
Q1 		$1.11M Buy
32,100
+16,900
+111% +$487K 0.01% 711
2021
Q4 		$397K Sell
15,200
-47,000
-76% -$1.12M ﹤0.01% 1077
2021
Q3 		$1.32M Buy
62,200
+18,500
+42% +$456K 0.01% 631
2021
Q2 		$1.13M Buy
43,700
+37,900
+653% +$977K 0.01% 594
2021
Q1 		$130K Buy
+5,800
New +$137K ﹤0.01% 1375
2020
Q4 		– Sell
-1,000
Closed -$19K – 1954
2020
Q3 		$19K Sell
1,000
-100
-9% -$2.24K ﹤0.01% 1411
2020
Q2 		$27K Sell
1,100
-1,000
-48% -$26.4K ﹤0.01% 1341
2020
Q1 		$52K Sell
2,100
-12,900
-86% -$381K ﹤0.01% 1162
2019
Q4 		$494K Buy
+15,000
New +$473K 0.01% 793

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

Wolverine Asset Management's SJI Position: Q1 2023 in Review

Wolverine Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 113,304 shares — an estimated $4.03M sold.

Wolverine Asset Management first reported a position in SJI in Q1 2022 and held it in 4 quarters. The position peaked at $4.03M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Wolverine Asset Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Wolverine Asset Management sold 113,304 South Jersey Industries, Inc. shares in Q1 2023, an estimated $4.03M.
  • Wolverine Asset Management first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 4 quarters.
  • Wolverine Asset Management's South Jersey Industries, Inc. position peaked at $4.03M in Q4 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Wolverine Asset Management's 13F filing for Q1 2023, filed 8 May 2023.