GAMMA Investing’s UGI UGI Stock Holding History

GAMMA Investing’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
2026 Q2	$336K	Sell	9,740 -78	-0.8%	-$2.76K	0.01%	884
2026 Q1	$358K	Buy	9,818 +694	+8%	+$26.1K	0.02%	741
2025 Q4	$342K	Sell	9,124 -54	-0.6%	-$1.91K	0.02%	700
2025 Q3	$305K	Buy	9,178 +661	+8%	+$23.1K	0.02%	708
2025 Q2	$310K	Buy	8,517 +119	+1%	+$4.09K	0.02%	661
2025 Q1	$278K	Buy	8,398 +573	+7%	+$18.2K	0.02%	612
2024 Q4	$221K	Buy	7,825 +1,505	+24%	+$39.1K	0.02%	643
2024 Q3	$158K	Buy	6,320 +3,693	+141%	+$89K	0.02%	729
2024 Q2	$60.2K	Buy	2,627 +512	+24%	+$12.4K	0.01%	1067
2024 Q1	$51.9K	Buy	2,115 +816	+63%	+$19.6K	0.01%	1026
2023 Q4	$28.8K	Buy	+1,299	New	+$28.7K	0.01%	1255

Other funds holding UGI

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return