Brandywine Global Investment Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $4.14M | Sell |
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|
2024
Q3 | $3.8M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $26.3M | Buy |
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|
2023
Q4 | $24.7M | Buy |
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|
2023
Q3 | $21M | Sell |
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|
2023
Q2 | $25.4M | Sell |
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|
2023
Q1 | $38.1M | Sell |
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|
2022
Q4 | $42.2M | Buy |
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|
2022
Q3 | $34.7M | Buy |
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|
2022
Q2 | $37.8M | Sell |
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|
2022
Q1 | $36.1M | Buy |
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|
2021
Q4 | $45.2M | Buy |
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|
2021
Q3 | $28.1M | Sell |
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|
2021
Q2 | $33.9M | Sell |
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|
2021
Q1 | $30.4M | Buy |
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|
2020
Q4 | $24.9M | Buy |
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|
2020
Q3 | $16.4M | Buy |
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|
2020
Q2 | $15.7M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7.01M | Buy |
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|
2018
Q2 | $4.07M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $7M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $9K | Buy |
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|
2017
Q1 | $8K | Buy |
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|
2016
Q4 | $4K | Hold |
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|
2016
Q3 | $4K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5.47M | Buy |
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|
2015
Q3 | $4.42M | Buy |
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|
2015
Q2 | $4.29M | Buy |
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|
2015
Q1 | $3.74M | Buy |
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|
2014
Q4 | $657K | Sell |
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|
2014
Q3 | $594K | Sell |
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|
2014
Q2 | $676K | Sell |
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|
2014
Q1 | $661K | Buy |
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|
2013
Q4 | $595K | Sell |
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|
2013
Q3 | $1.26M | Sell |
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|
2013
Q2 | $1.46M | Buy |
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