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Center for Financial Planning’s UGI UGI Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-49
Closed -$2K – 664
2022
Q3 		$2K Buy
+49
New +$1.93K ﹤0.01% 563
2020
Q1 		– Sell
-1,563
Closed -$71K – 603
2019
Q4 		$71K Buy
+1,563
New +$71.6K 0.02% 162

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Center for Financial Planning's UGI Position: Q4 2022 in Review

Center for Financial Planning sold out of UGI (UGI) in Q4 2022, closing a stake of 49 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in UGI in Q4 2019 and held it in 2 quarters. The position peaked at $71K in Q4 2019. 538 funds tracked by Wall St. Rank hold UGI as of Q4 2022.

  • Center for Financial Planning reported no remaining UGI position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 49 UGI shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in UGI in Q4 2019 and held it in 2 quarters.
  • Center for Financial Planning's UGI position peaked at $71K in Q4 2019.
  • 538 funds tracked by Wall St. Rank held UGI as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.