Cloud Capital Management’s UGI UGI Stock Holding History

Cloud Capital 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 Q4	–	Sell	-32	Closed	-$1K	–	1406
2025 Q3	$1K	Buy	+32	New	+$1.12K	﹤0.01%	947

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cloud Capital Management's UGI Position: Q4 2025 in Review

Cloud Capital Management sold out of UGI (UGI) in Q4 2025, closing a stake of 32 shares — an estimated $1K sold.

Cloud Capital Management first reported a position in UGI in Q3 2025 and held it in 1 quarter. The position peaked at $1K in Q3 2025. 613 funds tracked by Wall St. Rank hold UGI as of Q4 2025.

Cloud Capital Management reported no remaining UGI position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 32 UGI shares in Q4 2025, an estimated $1K.
Cloud Capital Management first reported a position in UGI in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's UGI position peaked at $1K in Q3 2025.
613 funds tracked by Wall St. Rank held UGI as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.