CFD
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Creative Financial Designs’s UGI UGI Stock Holding History

Creative Financial Designs’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
Q1 		$182 Hold
5
– – ﹤0.01% 2103
2025
Q4 		$187 Sell
5
-200
-98% -$7.08K ﹤0.01% 2010
2025
Q3 		$6.81K Buy
205
+2
+1% +$70 ﹤0.01% 1459
2025
Q2 		$7.38K Buy
203
+3
+2% +$103 ﹤0.01% 1424
2025
Q1 		$6.63K Buy
200
+7
+4% +$222 ﹤0.01% 1404
2024
Q4 		$5.45K Buy
193
+3
+2% +$78 ﹤0.01% 1404
2024
Q3 		$4.75K Buy
190
+3
+2% +$72 ﹤0.01% 1389
2024
Q2 		$4.28K Buy
+187
New +$4.53K ﹤0.01% 1349
2020
Q3 		– Sell
-86
Closed -$3K – 1309
2020
Q2 		$3K Buy
+86
New +$2.61K ﹤0.01% 988
2020
Q1 		– Hold
0
– – – 633
2018
Q4 		– Sell
-188
Closed -$10K – 758
2018
Q3 		$10K Buy
188
+4
+2% +$216 0.01% 442
2018
Q2 		$10K Buy
184
+4
+2% +$194 0.01% 472
2018
Q1 		$8K Buy
+180
New +$8.07K 0.01% 445

Other funds holding UGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return