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E. Ohman J:or Asset Management’s UGI UGI Stock Holding History

E. Ohman J:or Asset 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
2018
Q2 		– Sell
-3,600
Closed -$160K – 518
2018
Q1 		$160K Hold
3,600
– – 0.01% 507
2017
Q4 		$169K Hold
3,600
– – 0.01% 507
2017
Q3 		$169K Buy
3,600
+300
+9% +$14.6K 0.02% 481
2017
Q2 		$160K Hold
3,300
– – 0.02% 492
2017
Q1 		$163K Hold
3,300
– – 0.02% 481
2016
Q4 		$152K Hold
3,300
– – 0.02% 474
2016
Q3 		$149K Hold
3,300
– – 0.02% 444
2016
Q2 		$149K Buy
+3,300
New +$139K 0.02% 414

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return