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Ford Financial Group’s UGI UGI Stock Holding History

Ford Financial 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
2022
Q1 		– Sell
-470
Closed -$21K – 482
2021
Q4 		$21K Buy
+470
New +$20.9K ﹤0.01% 284
2021
Q3 		– Sell
-470
Closed -$21K – 520
2021
Q2 		$21K Buy
+470
New +$21.1K 0.01% 279

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ford Financial Group's UGI Position: Q1 2022 in Review

Ford Financial Group sold out of UGI (UGI) in Q1 2022, closing a stake of 470 shares — an estimated $21K sold.

Ford Financial Group first reported a position in UGI in Q2 2021 and held it in 2 quarters. The position peaked at $21K in Q4 2021. 537 funds tracked by Wall St. Rank hold UGI as of Q1 2022.

  • Ford Financial Group reported no remaining UGI position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 470 UGI shares in Q1 2022, an estimated $21K.
  • Ford Financial Group first reported a position in UGI in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's UGI position peaked at $21K in Q4 2021.
  • 537 funds tracked by Wall St. Rank held UGI as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.