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Financial Gravity Companies’s UGI UGI Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$6K Buy
+109
New +$6.06K 0.01% 684
2018
Q1 		$6K Buy
125
+93
+291% +$4.17K 0.01% 697
2017
Q4 		$1K Buy
+32
New +$1.53K ﹤0.01% 1240

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Financial Gravity Companies's UGI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in UGI (UGI) in Q4 2018: 109 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UGI as recently as Q1 2018.

Financial Gravity Companies first reported a position in UGI in Q4 2017 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold UGI as of Q4 2018.

  • Financial Gravity Companies held 109 shares of UGI worth $6K as of Q4 2018.
  • UGI was a new Financial Gravity Companies position in Q4 2018.
  • UGI made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #684 holding.
  • Financial Gravity Companies first reported a position in UGI in Q4 2017 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held UGI as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.