Covalis Capital’s UGI UGI Stock Holding History

Covalis Capital’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	$9.94M	Buy
2025 Q2	$6.09M	Buy
2023 Q4	–	Sell
2023 Q3	$16.3M	Buy
2020 Q4	–	Sell
2020 Q3	$1.17M	Hold
2020 Q2	$1.13M	Buy