Clear Harbor Asset Management’s UGI UGI Stock Holding History

Clear Harbor Asset Management’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
2025 Q3	$783K	Sell
2025 Q2	$958K	Sell
2025 Q1	$912K	Buy
2020 Q4	–	Sell
2020 Q3	$3.3K	Buy
2020 Q1	–	Sell
2019 Q4	$4.52K	Buy