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Gibraltar Capital Management’s UGI UGI Stock Holding History

Gibraltar Capital Management’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
2024
Q1 		– Sell
-32,471
Closed -$799K – 71
2023
Q4 		$799K Buy
32,471
+13,164
+68% +$290K 0.34% 42
2023
Q3 		$444K Buy
19,307
+56
+0.3% +$1.39K 0.2% 56
2023
Q2 		$519K Buy
19,251
+129
+0.7% +$3.92K 0.23% 54
2023
Q1 		$665K Buy
19,122
+4,323
+29% +$164K 0.31% 52
2022
Q4 		$549K Buy
14,799
+996
+7% +$36K 0.26% 56
2022
Q3 		$446K Buy
+13,803
New +$545K 0.23% 60

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