Everence Capital Management’s UGI UGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$765K Hold
21,010
0.05% 275
2025
Q1
$695K Hold
21,010
0.05% 290
2024
Q4
$593K Buy
+21,010
New +$593K 0.04% 319