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1834 Investment Advisors’s UGI UGI Stock Holding History

1834 Investment Advisors’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-57
Closed -$3K – 445
2019
Q4 		$3K Sell
57
-365
-86% -$16.7K ﹤0.01% 432
2019
Q3 		$21K Buy
+422
New +$21.1K ﹤0.01% 323

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

1834 Investment Advisors's UGI Position: Q1 2020 in Review

1834 Investment Advisors sold out of UGI (UGI) in Q1 2020, closing a stake of 57 shares — an estimated $3K sold.

1834 Investment Advisors first reported a position in UGI in Q3 2019 and held it in 2 quarters. The position peaked at $21K in Q3 2019. 439 funds tracked by Wall St. Rank hold UGI as of Q1 2020.

  • 1834 Investment Advisors reported no remaining UGI position as of Q1 2020 after selling out during the quarter.
  • 1834 Investment Advisors sold 57 UGI shares in Q1 2020, an estimated $3K.
  • 1834 Investment Advisors first reported a position in UGI in Q3 2019 and held it in 2 quarters.
  • 1834 Investment Advisors's UGI position peaked at $21K in Q3 2019.
  • 439 funds tracked by Wall St. Rank held UGI as of Q1 2020.

Based on 1834 Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.