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Fort Washington Investment Advisors’s UGI UGI Stock Holding History

Fort Washington Investment Advisors’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
2021
Q4 		– Sell
-17,000
Closed -$725K – 523
2021
Q3 		$725K Buy
+17,000
New +$777K ﹤0.01% 347
2020
Q3 		– Sell
-6,926
Closed -$220K – 520
2020
Q2 		$220K Buy
+6,926
New +$210K ﹤0.01% 474

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Fort Washington Investment Advisors's UGI Position: Q4 2021 in Review

Fort Washington Investment Advisors sold out of UGI (UGI) in Q4 2021, closing a stake of 17,000 shares — an estimated $725K sold.

Fort Washington Investment Advisors first reported a position in UGI in Q2 2020 and held it in 2 quarters. The position peaked at $725K in Q3 2021. 564 funds tracked by Wall St. Rank hold UGI as of Q4 2021.

  • Fort Washington Investment Advisors reported no remaining UGI position as of Q4 2021 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 17,000 UGI shares in Q4 2021, an estimated $725K.
  • Fort Washington Investment Advisors first reported a position in UGI in Q2 2020 and held it in 2 quarters.
  • Fort Washington Investment Advisors's UGI position peaked at $725K in Q3 2021.
  • 564 funds tracked by Wall St. Rank held UGI as of Q4 2021.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.