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UGI icon

FORA Capital’s UGI UGI Stock Holding History

FORA Capital’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
2025
Q4 		– Sell
-8,466
Closed -$282K – 660
2025
Q3 		$282K Buy
+8,466
New +$296K 0.05% 384
2023
Q3 		– Sell
-15,478
Closed -$417K – 585
2023
Q2 		$417K Buy
15,478
+5,822
+60% +$177K 0.06% 246
2023
Q1 		$336K Buy
+9,656
New +$366K 0.03% 419
2022
Q4 		– Sell
-16,263
Closed -$526K – 650
2022
Q3 		$526K Buy
+16,263
New +$642K 0.1% 249
2020
Q4 		– Sell
-1,252
Closed -$41K – 1148
2020
Q3 		$41K Sell
1,252
-504
-29% -$16.7K 0.03% 474
2020
Q2 		$56K Sell
1,756
-16,887
-91% -$512K 0.02% 619
2020
Q1 		$497K Buy
+18,643
New +$706K 0.11% 240

Other funds holding UGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return