AIM
UGI icon

Aigen Investment Management’s UGI UGI Stock Holding History

Aigen 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
2026
Q1 		– Sell
-6,159
Closed -$231K – 795
2025
Q4 		$231K Sell
6,159
-33,312
-84% -$1.18M 0.05% 436
2025
Q3 		$1.31M Sell
39,471
-9,950
-20% -$348K 0.2% 144
2025
Q2 		$1.8M Sell
49,421
-30,589
-38% -$1.05M 0.25% 117
2025
Q1 		$2.65M Buy
80,010
+51,049
+176% +$1.62M 0.42% 45
2024
Q4 		$818K Buy
28,961
+9,592
+50% +$249K 0.14% 210
2024
Q3 		$485K Sell
19,369
-29,473
-60% -$710K 0.1% 331
2024
Q2 		$1.12M Buy
+48,842
New +$1.18M 0.22% 121
2024
Q1 		– Sell
-39,202
Closed -$964K – 1021
2023
Q4 		$964K Sell
39,202
-17,046
-30% -$376K 0.17% 163
2023
Q3 		$1.29M Sell
56,248
-55,882
-50% -$1.39M 0.24% 105
2023
Q2 		$3.02M Buy
+112,130
New +$3.4M 0.45% 49
2021
Q2 		– Sell
-8,415
Closed -$345K – 742
2021
Q1 		$345K Buy
+8,415
New +$325K 0.05% 372
2020
Q2 		– Sell
-41,552
Closed -$1.11M – 1301
2020
Q1 		$1.11M Buy
41,552
+31,041
+295% +$1.18M 0.15% 189
2019
Q4 		$475K Buy
+10,511
New +$482K 0.08% 331

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aigen Investment Management's UGI Position: Q1 2026 in Review

Aigen Investment Management sold out of UGI (UGI) in Q1 2026, closing a stake of 6,159 shares — an estimated $231K sold.

Aigen Investment Management first reported a position in UGI in Q4 2019 and held it in 13 quarters. The position peaked at $3.02M in Q2 2023. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Aigen Investment Management reported no remaining UGI position as of Q1 2026 after selling out during the quarter.
  • Aigen Investment Management sold 6,159 UGI shares in Q1 2026, an estimated $231K.
  • Aigen Investment Management first reported a position in UGI in Q4 2019 and held it in 13 quarters.
  • Aigen Investment Management's UGI position peaked at $3.02M in Q2 2023.
  • 594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.