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Foundry Partners’s UGI UGI Stock Holding History

Foundry Partners’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$8.87M Sell
268,210
-74,229
-22% -$2.45M 0.47% 62
2024
Q4 		$9.67M Sell
342,439
-41,241
-11% -$1.16M 0.49% 64
2024
Q3 		$9.6M Buy
+383,680
New +$9.6M 0.48% 59