Baldwin Wealth Partners’s Ultrapar UGP Stock Holding History

Baldwin Wealth Partners’s Portfolio UGP Stock Details UGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-21,949	Closed	-$85.2K	–	966
2024 Q3	$85.2K	Buy	+21,949	New	+$90.4K	0.01%	436

Other funds holding UGP

Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Baldwin Wealth Partners's UGP Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Ultrapar (UGP) in Q4 2024, closing a stake of 21,949 shares — an estimated $85.2K sold.

Baldwin Wealth Partners first reported a position in UGP in Q3 2024 and held it in 1 quarter. The position peaked at $85.2K in Q3 2024. 116 funds tracked by Wall St. Rank hold UGP as of Q4 2024.

Baldwin Wealth Partners reported no remaining Ultrapar position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 21,949 Ultrapar shares in Q4 2024, an estimated $85.2K.
Baldwin Wealth Partners first reported a position in Ultrapar in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's Ultrapar position peaked at $85.2K in Q3 2024.
116 funds tracked by Wall St. Rank held Ultrapar as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.