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Bill Few Associates’s UGI UGI Stock Holding History

Bill Few Associates’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
2026
Q2 		$3.17M Sell
91,832
-1,337
-1% -$47.3K 0.68% 40
2026
Q1 		$3.39M Buy
93,169
+2,037
+2% +$76.6K 0.81% 35
2025
Q4 		$3.41M Sell
91,132
-2,468
-3% -$87.4K 0.84% 34
2025
Q3 		$3.11M Sell
93,600
-2,488
-3% -$87K 0.8% 34
2025
Q2 		$3.5M Sell
96,088
-1,399
-1% -$48.1K 0.99% 30
2025
Q1 		$3.22M Sell
97,487
-2,500
-3% -$79.2K 1.15% 28
2024
Q4 		$2.82M Sell
99,987
-5,494
-5% -$143K 0.99% 31
2024
Q3 		$2.64M Sell
105,481
-4,598
-4% -$111K 0.94% 32
2024
Q2 		$2.52M Buy
110,079
+190
+0.2% +$4.6K 0.97% 32
2024
Q1 		$2.7M Sell
109,889
-3,200
-3% -$76.9K 1.09% 27
2023
Q4 		$2.78M Buy
113,089
+240
+0.2% +$5.29K 1.27% 24
2023
Q3 		$2.6M Sell
112,849
-529
-0.5% -$13.1K 1.36% 25
2023
Q2 		$3.06M Buy
113,378
+1,833
+2% +$55.6K 1.58% 22
2023
Q1 		$3.88M Sell
111,545
-2,571
-2% -$97.5K 2.15% 13
2022
Q4 		$4.23M Hold
114,116
– – 2.5% 10
2022
Q3 		$3.69M Hold
114,116
– – 2.5% 8
2022
Q2 		$4.41M Buy
114,116
+146
+0.1% +$5.66K 2.82% 5
2022
Q1 		$4.13M Buy
113,970
+179
+0.2% +$7.16K 2.25% 11
2021
Q4 		$5.22M Buy
+113,791
New +$5.06M 2.71% 6

Other funds holding UGI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HIP
Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return