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Founders Financial Alliance’s UGI UGI Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-574
Closed -$19K – 1198
2020
Q3 		$19K Buy
+574
New +$19K 0.01% 598

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Founders Financial Alliance's UGI Position: Q4 2020 in Review

Founders Financial Alliance sold out of UGI (UGI) in Q4 2020, closing a stake of 574 shares — an estimated $19K sold.

Founders Financial Alliance first reported a position in UGI in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 474 funds tracked by Wall St. Rank hold UGI as of Q4 2020.

  • Founders Financial Alliance reported no remaining UGI position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 574 UGI shares in Q4 2020, an estimated $19K.
  • Founders Financial Alliance first reported a position in UGI in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's UGI position peaked at $19K in Q3 2020.
  • 474 funds tracked by Wall St. Rank held UGI as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.