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Amalgamated Financial’s UGI UGI Stock Holding History

Amalgamated Financial’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
2022
Q1 		$5.26M Buy
+145,371
New +$5.81M 0.04% 441

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Amalgamated Financial's UGI Position: Q1 2022 in Review

Amalgamated Financial opened a new position in UGI (UGI) in Q1 2022: 145,371 shares worth $5.26M. The stake represents 0.04% of the portfolio and ranks #441 among its holdings.

538 funds tracked by Wall St. Rank hold UGI as of Q1 2022.

  • Amalgamated Financial held 145,371 shares of UGI worth $5.26M as of Q1 2022.
  • UGI was a new Amalgamated Financial position in Q1 2022.
  • UGI made up 0.04% of Amalgamated Financial's portfolio in Q1 2022, its #441 holding.
  • 538 funds tracked by Wall St. Rank held UGI as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.