Cresset Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Sell |
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|
2025
Q1 | $17.9M | Buy |
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|
2024
Q4 | $13.9M | Sell |
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|
2024
Q3 | $13M | Buy |
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|
2024
Q2 | $11.5M | Buy |
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|
2024
Q1 | $11.8M | Buy |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $3.8M | Buy |
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|
2023
Q2 | $2.64M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $15K | Buy |
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|
2018
Q4 | $9K | Buy |
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