Citigroup’s UGI UGI Stock Holding History

Citigroup’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
2019 Q4	–	Sell	-63	Closed	-$3K	–	7811
2019 Q3	$3K	Buy	+63	New	+$3.15K	﹤0.01%	7485

Other funds holding UGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citigroup's UGI Position: Q1 2026 in Review

Citigroup reduced its UGI (UGI) stake by 67% in Q1 2026, selling an estimated $5.66M and leaving 73,687 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

Citigroup first reported a position in UGI in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.7M in Q3 2025. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

Citigroup held 73,687 shares of UGI worth $2.68M as of Q1 2026.
Citigroup sold 150,395 UGI shares in Q1 2026, an estimated $5.66M.
UGI made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2475 holding.
Citigroup first reported a position in UGI in Q2 2013 and has held it in 52 quarters since.
Citigroup's UGI position peaked at $16.7M in Q3 2025.
594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.