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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Bedel Financial Consulting's UGI Position: Q2 2022 in Review

Bedel Financial Consulting sold out of UGI (UGI) in Q2 2022, closing a stake of 63 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in UGI in Q3 2019 and held it in 11 quarters. The position peaked at $3K in Q4 2021. 531 funds tracked by Wall St. Rank hold UGI as of Q2 2022.

Bedel Financial Consulting reported no remaining UGI position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 63 UGI shares in Q2 2022, an estimated $2K.
Bedel Financial Consulting first reported a position in UGI in Q3 2019 and held it in 11 quarters.
Bedel Financial Consulting's UGI position peaked at $3K in Q4 2021.
531 funds tracked by Wall St. Rank held UGI as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.