Epoch Investment Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,893
| Closed | -$298K | – | 382 |
|
|
2024
Q3 | $298K | Hold |
11,893
| – | – | ﹤0.01% | 354 |
|
|
2024
Q2 | $272K | Hold |
11,893
| – | – | ﹤0.01% | 367 |
|
|
2024
Q1 | $292K | Hold |
11,893
| – | – | ﹤0.01% | 388 |
|
|
2023
Q4 | $293K | Hold |
11,893
| – | – | ﹤0.01% | 395 |
|
|
2023
Q3 | $274K | Hold |
11,893
| – | – | ﹤0.01% | 409 |
|
|
2023
Q2 | $321K | Hold |
11,893
| – | – | ﹤0.01% | 422 |
|
|
2023
Q1 | $413K | Hold |
11,893
| – | – | ﹤0.01% | 405 |
|
|
2022
Q4 | $441K | Hold |
11,893
| – | – | ﹤0.01% | 388 |
|
|
2022
Q3 | $385K | Hold |
11,893
| – | – | ﹤0.01% | 402 |
|
|
2022
Q2 | $459K | Hold |
11,893
| – | – | ﹤0.01% | 397 |
|
|
2022
Q1 | $431K | Buy |
+11,893
| New | +$431K | ﹤0.01% | 412 |
|