BFG
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Bleakley Financial Group’s Ultrapar UGP Stock Holding History

Bleakley Financial Group’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
2026
Q1 		$1.18M Buy
213,465
+23,937
+13% +$116K 0.02% 492
2025
Q4 		$715K Sell
189,528
-8,362
-4% -$33.1K 0.01% 536
2025
Q3 		$811K Buy
197,890
+30,362
+18% +$103K 0.02% 453
2025
Q2 		$549K Buy
167,528
+14,972
+10% +$45.4K 0.01% 476
2025
Q1 		$470K Buy
152,556
+65,706
+76% +$188K 0.02% 439
2024
Q4 		$228K Buy
86,850
+21,555
+33% +$71.5K 0.01% 909
2024
Q3 		$253K Buy
65,295
+30,096
+86% +$124K 0.01% 848
2024
Q2 		$138K Buy
35,199
+10,155
+41% +$48.7K ﹤0.01% 932
2024
Q1 		$143K Buy
25,044
+13,262
+113% +$76.6K ﹤0.01% 914
2023
Q4 		$63.9K Sell
11,782
-33,715
-74% -$155K ﹤0.01% 917
2023
Q3 		$167K Buy
+45,497
New +$173K 0.01% 811

Other funds holding UGP

NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return