EARNEST Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-153
| Closed | -$3.52K | – | 1040 |
|
|
2023
Q3 | $3.52K | Hold |
153
| – | – | ﹤0.01% | 893 |
|
|
2023
Q2 | $4.13K | Hold |
153
| – | – | ﹤0.01% | 851 |
|
|
2023
Q1 | $5.32K | Hold |
153
| – | – | ﹤0.01% | 771 |
|
|
2022
Q4 | $5.67K | Hold |
153
| – | – | ﹤0.01% | 754 |
|
|
2022
Q3 | $5K | Hold |
153
| – | – | ﹤0.01% | 782 |
|
|
2022
Q2 | $6K | Hold |
153
| – | – | ﹤0.01% | 756 |
|
|
2022
Q1 | $6K | Hold |
153
| – | – | ﹤0.01% | 804 |
|
|
2021
Q4 | $7K | Hold |
153
| – | – | ﹤0.01% | 786 |
|
|
2021
Q3 | $7K | Hold |
153
| – | – | ﹤0.01% | 766 |
|
|
2021
Q2 | $7K | Hold |
153
| – | – | ﹤0.01% | 774 |
|
|
2021
Q1 | $6K | Hold |
153
| – | – | ﹤0.01% | 811 |
|
|
2020
Q4 | $5K | Hold |
153
| – | – | ﹤0.01% | 843 |
|
|
2020
Q3 | $5K | Hold |
153
| – | – | ﹤0.01% | 783 |
|
|
2020
Q2 | $5K | Hold |
153
| – | – | ﹤0.01% | 747 |
|
|
2020
Q1 | $4K | Hold |
153
| – | – | ﹤0.01% | 749 |
|
|
2019
Q4 | $7K | Hold |
153
| – | – | ﹤0.01% | 677 |
|
|
2019
Q3 | $8K | Hold |
153
| – | – | ﹤0.01% | 634 |
|
|
2019
Q2 | $8K | Hold |
153
| – | – | ﹤0.01% | 643 |
|
|
2019
Q1 | $8K | Hold |
153
| – | – | ﹤0.01% | 630 |
|
|
2018
Q4 | $8K | Hold |
153
| – | – | ﹤0.01% | 603 |
|
|
2018
Q3 | $8K | Hold |
153
| – | – | ﹤0.01% | 641 |
|
|
2018
Q2 | $8K | Hold |
153
| – | – | ﹤0.01% | 640 |
|
|
2018
Q1 | $7K | Hold |
153
| – | – | ﹤0.01% | 655 |
|
|
2017
Q4 | $7K | Buy |
+153
| New | +$7K | ﹤0.01% | 655 |
|
|
2017
Q1 | – | Sell |
-153
| Closed | -$7K | – | 860 |
|
|
2016
Q4 | $7K | Buy |
+153
| New | +$7K | ﹤0.01% | 604 |
|