Corundum Group’s UGI UGI Stock Holding History

Corundum Group’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
2026 Q3	$349K	Buy	+9,773	New	+$359K	0.09%	95

Other funds holding UGI

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Corundum Group's UGI Position: Q3 2026 in Review

Corundum Group opened a new position in UGI (UGI) in Q3 2026: 9,773 shares worth $349K. The stake represents 0.09% of the portfolio and ranks #95 among its holdings.

184 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

Corundum Group held 9,773 shares of UGI worth $349K as of Q3 2026.
UGI was a new Corundum Group position in Q3 2026.
UGI made up 0.09% of Corundum Group's portfolio in Q3 2026, its #95 holding.
184 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Corundum Group's 13F filing for Q3 2026, filed 28 Oct 2026.