GIA
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GHP Investment Advisors’s UGI UGI Stock Holding History

GHP Investment Advisors’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
2025
Q1 		– Sell
-213
Closed -$6.01K – 1031
2024
Q4 		$6.01K Sell
213
-128
-38% -$3.32K ﹤0.01% 766
2024
Q3 		$8.53K Buy
+341
New +$8.21K ﹤0.01% 738
2023
Q4 		– Sell
-327
Closed -$6.99K – 945
2023
Q3 		$6.99K Buy
+327
New +$8.11K ﹤0.01% 742

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

GHP Investment Advisors's UGI Position: Q1 2025 in Review

GHP Investment Advisors sold out of UGI (UGI) in Q1 2025, closing a stake of 213 shares — an estimated $6.01K sold.

GHP Investment Advisors first reported a position in UGI in Q3 2023 and held it in 3 quarters. The position peaked at $8.53K in Q3 2024. 564 funds tracked by Wall St. Rank hold UGI as of Q1 2025.

  • GHP Investment Advisors reported no remaining UGI position as of Q1 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 213 UGI shares in Q1 2025, an estimated $6.01K.
  • GHP Investment Advisors first reported a position in UGI in Q3 2023 and held it in 3 quarters.
  • GHP Investment Advisors's UGI position peaked at $8.53K in Q3 2024.
  • 564 funds tracked by Wall St. Rank held UGI as of Q1 2025.

Based on GHP Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.