Campbell & Co Investment Adviser’s UGI UGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.38M Buy
2024
Q4
Sell
2024
Q3
$1.77M Buy
2024
Q1
Sell
2023
Q4
$729K Sell
2023
Q3
$865K Buy
2022
Q3
Sell
2022
Q2
$542K Buy
2019
Q3
Sell
2019
Q2
$208K Buy
2015
Q4
Sell
2015
Q3
$748K Buy
2015
Q2
Sell
2015
Q1
$909K Buy
2013
Q4
Sell
2013
Q3
$1.42M Buy
2013
Q2
$730K Buy