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Freedom Investment Management’s Ultrapar UGP Stock Holding History

Freedom Investment Management’s Portfolio UGP Stock Details UGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,345
Closed -$47.9K – 826
2024
Q3 		$47.9K Buy
+12,345
New +$50.8K ﹤0.01% 747
2024
Q2 		– Sell
-52,045
Closed -$298K – 870
2024
Q1 		$298K Sell
52,045
-92,655
-64% -$535K 0.02% 607
2023
Q4 		$784K Sell
144,700
-68,367
-32% -$315K 0.06% 321
2023
Q3 		$782K Buy
213,067
+194,172
+1,028% +$740K 0.1% 267
2023
Q2 		$74.3K Buy
+18,895
New +$62.2K 0.01% 677
2022
Q1 		– Sell
-24,003
Closed -$63K – 947
2021
Q4 		$63K Buy
+24,003
New +$61.1K ﹤0.01% 848
2019
Q4 		– Sell
-11,997
Closed -$54K – 707
2019
Q3 		$54K Buy
+11,997
New +$56.5K ﹤0.01% 675
2019
Q2 		– Sell
-26,234
Closed -$157K – 733
2019
Q1 		$157K Sell
26,234
-4,480
-15% -$31.8K 0.01% 645
2018
Q4 		$208K Buy
+30,714
New +$178K 0.02% 694
2018
Q2 		– Sell
-82,024
Closed -$887K – 1140
2018
Q1 		$887K Buy
82,024
+8,174
+11% +$96.1K 0.05% 410
2017
Q4 		$839K Buy
73,850
+9,402
+15% +$108K 0.04% 432
2017
Q3 		$768K Buy
64,448
+8,314
+15% +$97.9K 0.04% 436
2017
Q2 		$660K Buy
56,134
+11,626
+26% +$134K 0.04% 453
2017
Q1 		$506K Buy
44,508
+18,154
+69% +$195K 0.03% 541
2016
Q4 		$273K Buy
+26,354
New +$277K 0.02% 733

Other funds holding UGP

NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Freedom Investment Management's UGP Position: Q4 2024 in Review

Freedom Investment Management sold out of Ultrapar (UGP) in Q4 2024, closing a stake of 12,345 shares — an estimated $47.9K sold.

Freedom Investment Management first reported a position in UGP in Q4 2016 and held it in 15 quarters. The position peaked at $887K in Q1 2018. 116 funds tracked by Wall St. Rank hold UGP as of Q4 2024.

  • Freedom Investment Management reported no remaining Ultrapar position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 12,345 Ultrapar shares in Q4 2024, an estimated $47.9K.
  • Freedom Investment Management first reported a position in Ultrapar in Q4 2016 and held it in 15 quarters.
  • Freedom Investment Management's Ultrapar position peaked at $887K in Q1 2018.
  • 116 funds tracked by Wall St. Rank held Ultrapar as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.