Zurich Cantonal Bank
SJI

Zurich Cantonal Bank’s South Jersey Industries, Inc. SJI Stock Holding History

Zurich Cantonal Bank’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
-17,985
Closed -$639K – 2907
2022
Q4 		$639K Buy
17,985
+2,710
+18% +$93.6K ﹤0.01% 1112
2022
Q3 		$510K Hold
15,275
– – ﹤0.01% 1181
2022
Q2 		$521K Hold
15,275
– – ﹤0.01% 1204
2022
Q1 		$528K Hold
15,275
– – ﹤0.01% 1301
2021
Q4 		$399K Buy
15,275
+5,516
+57% +$131K ﹤0.01% 1629
2021
Q3 		$207K Hold
9,759
– – ﹤0.01% 1898
2021
Q2 		$253K Sell
9,759
-1,272
-12% -$32.8K ﹤0.01% 1660
2021
Q1 		$249K Hold
11,031
– – ﹤0.01% 1664
2020
Q4 		$238K Hold
11,031
– – ﹤0.01% 1726
2020
Q3 		$213K Hold
11,031
– – ﹤0.01% 1548
2020
Q2 		$276K Buy
11,031
+3,986
+57% +$105K ﹤0.01% 1319
2020
Q1 		$176K Buy
7,045
+792
+13% +$23.4K ﹤0.01% 1289
2019
Q4 		$206K Hold
6,253
– – ﹤0.01% 1324
2019
Q3 		$206K Buy
6,253
+1,479
+31% +$48.3K ﹤0.01% 1230
2019
Q2 		$161K Hold
4,774
– – ﹤0.01% 1353
2019
Q1 		$153K Sell
4,774
-1,114
-19% -$33.7K ﹤0.01% 1321
2018
Q4 		$164K Buy
5,888
+841
+17% +$26.6K ﹤0.01% 1317
2018
Q3 		$178K Buy
5,047
+571
+13% +$19.4K ﹤0.01% 1372
2018
Q2 		$150K Hold
4,476
– – ﹤0.01% 1420
2018
Q1 		$126K Hold
4,476
– – ﹤0.01% 1470
2017
Q4 		$140K Buy
4,476
+1,451
+48% +$48K ﹤0.01% 1400
2017
Q3 		$104K Hold
3,025
– – ﹤0.01% 1376
2017
Q2 		$103K Buy
3,025
+262
+9% +$9.51K ﹤0.01% 1356
2017
Q1 		$99K Hold
2,763
– – ﹤0.01% 1361
2016
Q4 		$93K Hold
2,763
– – ﹤0.01% 1353
2016
Q3 		$82K Buy
2,763
+327
+13% +$10K ﹤0.01% 1387
2016
Q2 		$77K Hold
2,436
– – ﹤0.01% 1293
2016
Q1 		$69K Hold
2,436
– – ﹤0.01% 1304
2015
Q4 		$57K Buy
2,436
+1,665
+216% +$40.8K ﹤0.01% 1386
2015
Q3 		$19K Buy
771
+383
+99% +$9.36K ﹤0.01% 1523
2015
Q2 		$10K Hold
388
– – ﹤0.01% 1403
2015
Q1 		$11K Buy
+388
New +$11.1K ﹤0.01% 1333

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

Zurich Cantonal Bank's SJI Position: Q1 2023 in Review

Zurich Cantonal Bank sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 17,985 shares — an estimated $639K sold.

Zurich Cantonal Bank first reported a position in SJI in Q1 2015 and held it in 32 quarters. The position peaked at $639K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Zurich Cantonal Bank reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Zurich Cantonal Bank sold 17,985 South Jersey Industries, Inc. shares in Q1 2023, an estimated $639K.
  • Zurich Cantonal Bank first reported a position in South Jersey Industries, Inc. in Q1 2015 and held it in 32 quarters.
  • Zurich Cantonal Bank's South Jersey Industries, Inc. position peaked at $639K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Zurich Cantonal Bank's 13F filing for Q1 2023, filed 8 May 2023.