Applied Finance Capital Management’s UGI UGI Stock Holding History

Applied Finance Capital 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
2025 Q2	$1.11M	Sell
2025 Q1	$1.2M	Sell
2024 Q4	$1.15M	Buy
2024 Q3	$928K	Buy
2024 Q2	$533K	Buy
2024 Q1	$309K	Hold
2023 Q4	$310K	Buy
2023 Q3	$278K	Buy
2023 Q2	$234K	Buy
2023 Q1	–	Sell
2022 Q4	$209K	Buy