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DC Investments Management’s UGI UGI Stock Holding History

DC Investments Management’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
2019
Q4 		– Sell
-5,689
Closed -$286K – 311
2019
Q3 		$286K Sell
5,689
-341
-6% -$17K 0.17% 259
2019
Q2 		$322K Sell
6,030
-5,812
-49% -$309K 0.18% 225
2019
Q1 		$656K Hold
11,842
– – 0.42% 69
2018
Q4 		$632K Buy
11,842
+596
+5% +$33.1K 0.51% 38
2018
Q3 		$624K Sell
11,246
-580
-5% -$31.3K 0.42% 48
2018
Q2 		$616K Buy
+11,826
New +$573K 0.39% 48

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DC Investments Management's UGI Position: Q4 2019 in Review

DC Investments Management sold out of UGI (UGI) in Q4 2019, closing a stake of 5,689 shares — an estimated $286K sold.

DC Investments Management first reported a position in UGI in Q2 2018 and held it in 6 quarters. The position peaked at $656K in Q1 2019. 490 funds tracked by Wall St. Rank hold UGI as of Q4 2019.

  • DC Investments Management reported no remaining UGI position as of Q4 2019 after selling out during the quarter.
  • DC Investments Management sold 5,689 UGI shares in Q4 2019, an estimated $286K.
  • DC Investments Management first reported a position in UGI in Q2 2018 and held it in 6 quarters.
  • DC Investments Management's UGI position peaked at $656K in Q1 2019.
  • 490 funds tracked by Wall St. Rank held UGI as of Q4 2019.

Based on DC Investments Management's 13F filing for Q4 2019, filed 7 Feb 2020.