Financial Management Professionals’s UGI UGI Stock Holding History

Financial Management Professionals’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
2026 Q2	$11.2K	Buy	320 +3	+0.9%	+$106	﹤0.01%	563
2026 Q1	$11.7K	Buy	317 +3	+1%	+$113	﹤0.01%	508
2025 Q4	$11.9K	Hold	314	–	–	﹤0.01%	509
2025 Q3	$10.4K	Buy	314 +300	+2,143%	+$10.5K	﹤0.01%	520
2025 Q2	$515	Hold	14	–	–	﹤0.01%	912
2025 Q1	$463	Hold	14	–	–	﹤0.01%	894
2024 Q4	$395	Hold	14	–	–	﹤0.01%	911
2024 Q3	$0	Hold	14	–	–	﹤0.01%	1049
2024 Q2	$0	Hold	14	–	–	﹤0.01%	1021
2024 Q1	$0	Buy	14 +9	+180%	+$216	﹤0.01%	1091
2023 Q4	$0	Buy	+5	New	+$110	﹤0.01%	1059
2023 Q2	–	Sell	-15	Closed	-$1K	–	1117
2023 Q1	$1K	Hold	15	–	–	﹤0.01%	954
2022 Q4	$1K	Hold	15	–	–	﹤0.01%	875
2022 Q3	$0	Hold	15	–	–	﹤0.01%	1123
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	893
2022 Q1	$1K	Sell	15 -30	-67%	-$1.2K	﹤0.01%	971
2021 Q4	$2K	Hold	45	–	–	﹤0.01%	757
2021 Q3	$2K	Hold	45	–	–	﹤0.01%	748
2021 Q2	$2K	Buy	+45	New	+$2.02K	﹤0.01%	711

Other funds holding UGI

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return