Bedel Financial Consulting’s UGI UGI Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-63	Closed	-$2K	–	853
2022 Q1	$2K	Hold	63	–	–	﹤0.01%	899
2021 Q4	$3K	Hold	63	–	–	﹤0.01%	858
2021 Q3	$3K	Hold	63	–	–	﹤0.01%	856
2021 Q2	$3K	Hold	63	–	–	﹤0.01%	852
2021 Q1	$3K	Hold	63	–	–	﹤0.01%	820
2020 Q4	$2K	Hold	63	–	–	﹤0.01%	768
2020 Q3	$2K	Hold	63	–	–	﹤0.01%	741
2020 Q2	$2K	Hold	63	–	–	﹤0.01%	710
2020 Q1	$2K	Hold	63	–	–	﹤0.01%	707
2019 Q4	$3K	Hold	63	–	–	﹤0.01%	662
2019 Q3	$3K	Buy	+63	New	+$3.15K	﹤0.01%	633

Other funds holding UGI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return