Edgestream Partners’s UGI UGI Stock Holding History

Edgestream Partners’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
2025 Q2	$7.78M	Sell
2025 Q1	$12.7M	Buy
2024 Q4	$3.57M	Buy
2024 Q2	–	Sell
2024 Q1	$6.07M	Buy
2023 Q4	$3.08M	Buy
2023 Q3	$365K	Buy
2022 Q3	–	Sell
2022 Q2	$2.72M	Buy