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Freedman Financial Associates’s UGI UGI Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-233
Closed -$8K – 389
2022
Q1 		$8K Hold
233
– – 0.01% 380
2021
Q4 		$11K Hold
233
– – 0.01% 336
2021
Q3 		$10K Hold
233
– – 0.01% 350
2021
Q2 		$11K Hold
233
– – 0.01% 338
2021
Q1 		$10K Hold
233
– – 0.01% 356
2020
Q4 		$8K Buy
+233
New +$8.15K 0.01% 364

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Freedman Financial Associates's UGI Position: Q2 2022 in Review

Freedman Financial Associates sold out of UGI (UGI) in Q2 2022, closing a stake of 233 shares — an estimated $8K sold.

Freedman Financial Associates first reported a position in UGI in Q4 2020 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 530 funds tracked by Wall St. Rank hold UGI as of Q2 2022.

  • Freedman Financial Associates reported no remaining UGI position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 233 UGI shares in Q2 2022, an estimated $8K.
  • Freedman Financial Associates first reported a position in UGI in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's UGI position peaked at $11K in Q4 2021.
  • 530 funds tracked by Wall St. Rank held UGI as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.