AIM
UGI icon

Advantage Investment Management’s UGI UGI Stock Holding History

Advantage Investment Management’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
2018
Q1 		– Sell
-420
Closed -$20K – 1066
2017
Q4 		$20K Buy
420
+85
+25% +$4.06K 0.01% 576
2017
Q3 		$16K Hold
335
– – 0.01% 595
2017
Q2 		$16K Buy
+335
New +$16.7K 0.01% 607
2016
Q2 		– Sell
-223
Closed -$9K – 920
2016
Q1 		$9K Hold
223
– – ﹤0.01% 583
2015
Q4 		$8K Buy
223
+111
+99% +$3.85K ﹤0.01% 610
2015
Q3 		$4K Hold
112
– – ﹤0.01% 690
2015
Q2 		$4K Hold
112
– – ﹤0.01% 723
2015
Q1 		$4K Buy
+112
New +$3.93K ﹤0.01% 717

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return