EPG Wealth Management’s UGI UGI Stock Holding History

EPG Wealth 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
2020 Q2	–	Sell	-164	Closed	-$4K	–	721
2020 Q1	$4K	Buy	164 +1	+0.6%	+$38	﹤0.01%	638
2019 Q4	$7K	Buy	+163	New	+$7.47K	0.01%	471

Other funds holding UGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

EPG Wealth Management's UGI Position: Q2 2020 in Review

EPG Wealth Management sold out of UGI (UGI) in Q2 2020, closing a stake of 164 shares — an estimated $4K sold.

EPG Wealth Management first reported a position in UGI in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 437 funds tracked by Wall St. Rank hold UGI as of Q2 2020.

EPG Wealth Management reported no remaining UGI position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 164 UGI shares in Q2 2020, an estimated $4K.
EPG Wealth Management first reported a position in UGI in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's UGI position peaked at $7K in Q4 2019.
437 funds tracked by Wall St. Rank held UGI as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.