Certified Advisory Corp’s UGI UGI Stock Holding History

Certified Advisory Corp’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
2021 Q4	–	Sell	-37	Closed	-$2K	–	256
2021 Q3	$2K	Buy	+37	New	+$1.69K	﹤0.01%	237

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Certified Advisory Corp's UGI Position: Q4 2021 in Review

Certified Advisory Corp sold out of UGI (UGI) in Q4 2021, closing a stake of 37 shares — an estimated $2K sold.

Certified Advisory Corp first reported a position in UGI in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 563 funds tracked by Wall St. Rank hold UGI as of Q4 2021.

Certified Advisory Corp reported no remaining UGI position as of Q4 2021 after selling out during the quarter.
Certified Advisory Corp sold 37 UGI shares in Q4 2021, an estimated $2K.
Certified Advisory Corp first reported a position in UGI in Q3 2021 and held it in 1 quarter.
Certified Advisory Corp's UGI position peaked at $2K in Q3 2021.
563 funds tracked by Wall St. Rank held UGI as of Q4 2021.

Based on Certified Advisory Corp's 13F filing for Q4 2021, filed 14 Feb 2022.