X
SJI

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

Xponance’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
-7,053
Closed -$251K – 1270
2022
Q4 		$251K Buy
7,053
+142
+2% +$4.91K ﹤0.01% 1075
2022
Q3 		$231K Buy
6,911
+247
+4% +$8.42K ﹤0.01% 1060
2022
Q2 		$228K Buy
+6,664
New +$228K ﹤0.01% 1067

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

Xponance's SJI Position: Q1 2023 in Review

Xponance sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 7,053 shares — an estimated $251K sold.

Xponance first reported a position in SJI in Q2 2022 and held it in 3 quarters. The position peaked at $251K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Xponance reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Xponance sold 7,053 South Jersey Industries, Inc. shares in Q1 2023, an estimated $251K.
  • Xponance first reported a position in South Jersey Industries, Inc. in Q2 2022 and held it in 3 quarters.
  • Xponance's South Jersey Industries, Inc. position peaked at $251K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Xponance's 13F filing for Q1 2023, filed 18 Apr 2023.