FCAG
UGI icon

First Capital Advisors Group’s UGI UGI Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$8.9K Buy
+330
New +$10K ﹤0.01% 571

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

First Capital Advisors Group's UGI Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in UGI (UGI) in Q2 2023: 330 shares worth $8.9K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings.

485 funds tracked by Wall St. Rank hold UGI as of Q2 2023.

  • First Capital Advisors Group held 330 shares of UGI worth $8.9K as of Q2 2023.
  • UGI was a new First Capital Advisors Group position in Q2 2023.
  • UGI made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #571 holding.
  • 485 funds tracked by Wall St. Rank held UGI as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.