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

Yousif 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	-78,644	Closed	-$2.79M	–	1998
2022 Q4	$2.79M	Sell	78,644 -20,190	-20%	-$698K	0.04%	569
2022 Q3	$3.3M	Sell	98,834 -1,478	-1%	-$50.4K	0.05%	429
2022 Q2	$3.42M	Sell	100,312 -2,330	-2%	-$79.8K	0.05%	458
2022 Q1	$3.55M	Buy	102,642 +493	+0.5%	+$14.2K	0.04%	534
2021 Q4	$2.67M	Buy	+102,149	New	+$2.43M	0.03%	763

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

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

Yousif Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 78,644 shares — an estimated $2.79M sold.

Yousif Capital Management first reported a position in SJI in Q4 2021 and held it in 5 quarters. The position peaked at $3.55M in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Yousif Capital Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Yousif Capital Management sold 78,644 South Jersey Industries, Inc. shares in Q1 2023, an estimated $2.79M.
Yousif Capital Management first reported a position in South Jersey Industries, Inc. in Q4 2021 and held it in 5 quarters.
Yousif Capital Management's South Jersey Industries, Inc. position peaked at $3.55M in Q1 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Yousif Capital Management's 13F filing for Q1 2023, filed 2 May 2023.