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Crewe Advisors’s UGI UGI Stock Holding History

Crewe Advisors’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
2023
Q4 		– Sell
-5
Closed -$115 – 683
2023
Q3 		$115 Hold
5
– – ﹤0.01% 556
2023
Q2 		$135 Buy
+5
New +$152 ﹤0.01% 794
2022
Q4 		– Sell
-246
Closed -$8K – 1281
2022
Q3 		$8K Hold
246
– – ﹤0.01% 738
2022
Q2 		$9K Buy
+246
New +$9.54K ﹤0.01% 638

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Crewe Advisors's UGI Position: Q4 2023 in Review

Crewe Advisors sold out of UGI (UGI) in Q4 2023, closing a stake of 5 shares — an estimated $115 sold.

Crewe Advisors first reported a position in UGI in Q2 2022 and held it in 4 quarters. The position peaked at $9K in Q2 2022. 444 funds tracked by Wall St. Rank hold UGI as of Q4 2023.

  • Crewe Advisors reported no remaining UGI position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 5 UGI shares in Q4 2023, an estimated $115.
  • Crewe Advisors first reported a position in UGI in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's UGI position peaked at $9K in Q2 2022.
  • 444 funds tracked by Wall St. Rank held UGI as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.