EWM
Evercore Wealth Management’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,160
| Closed | -$279K | – | 412 |
|
|
2019
Q4 | $279K | Hold |
6,160
| – | – | 0.01% | 350 |
|
|
2019
Q3 | $310K | Buy |
6,160
+413
| +7% | +$20.8K | 0.01% | 336 |
|
|
2019
Q2 | $307K | Sell |
5,747
-237
| -4% | -$12.7K | 0.01% | 337 |
|
|
2019
Q1 | $331K | Sell |
5,984
-353
| -6% | -$19.5K | 0.01% | 317 |
|
|
2018
Q4 | $338K | Sell |
6,337
-1,583
| -20% | -$84.4K | 0.01% | 291 |
|
|
2018
Q3 | $439K | Sell |
7,920
-95
| -1% | -$5.27K | 0.01% | 292 |
|
|
2018
Q2 | $417K | Sell |
8,015
-1,197
| -13% | -$62.3K | 0.01% | 288 |
|
|
2018
Q1 | $409K | Hold |
9,212
| – | – | 0.02% | 266 |
|
|
2017
Q4 | $432K | Hold |
9,212
| – | – | 0.02% | 269 |
|
|
2017
Q3 | $432K | Hold |
9,212
| – | – | 0.02% | 271 |
|
|
2017
Q2 | $446K | Hold |
9,212
| – | – | 0.02% | 267 |
|
|
2017
Q1 | $455K | Sell |
9,212
-300
| -3% | -$14.8K | 0.02% | 270 |
|
|
2016
Q4 | $438K | Sell |
9,512
-1,978
| -17% | -$91.1K | 0.02% | 261 |
|
|
2016
Q3 | $520K | Sell |
11,490
-1,537
| -12% | -$69.6K | 0.02% | 244 |
|
|
2016
Q2 | $589K | Buy |
13,027
+978
| +8% | +$44.2K | 0.03% | 225 |
|
|
2016
Q1 | $486K | Hold |
12,049
| – | – | 0.02% | 244 |
|
|
2015
Q4 | $407K | Buy |
12,049
+562
| +5% | +$19K | 0.02% | 270 |
|
|
2015
Q3 | $400K | Sell |
11,487
-325
| -3% | -$11.3K | 0.02% | 281 |
|
|
2015
Q2 | $409K | Sell |
11,812
-425
| -3% | -$14.7K | 0.02% | 299 |
|
|
2015
Q1 | $400K | Hold |
12,237
| – | – | 0.02% | 308 |
|
|
2014
Q4 | $466K | Hold |
12,237
| – | – | 0.02% | 250 |
|
|
2014
Q3 | $417K | Buy |
12,237
+3,978
| +48% | +$136K | 0.02% | 292 |
|
|
2014
Q2 | $418K | Sell |
8,259
-41
| -0.5% | -$2.08K | 0.02% | 295 |
|
|
2014
Q1 | $378K | Sell |
8,300
-1,236
| -13% | -$56.3K | 0.02% | 293 |
|
|
2013
Q4 | $395K | Sell |
9,536
-2,137
| -18% | -$88.5K | 0.02% | 288 |
|
|
2013
Q3 | $455K | Buy |
11,673
+75
| +0.6% | +$2.92K | 0.03% | 287 |
|
|
2013
Q2 | $453K | Buy |
+11,598
| New | +$453K | 0.03% | 290 |
|