GIM
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Glenmede Investment Management’s UGI UGI Stock Holding History

Glenmede Investment 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
2025
Q3 		$1.13M Buy
33,904
+130
+0.4% +$4.54K 0.01% 676
2025
Q2 		$1.23M Buy
+33,774
New +$1.16M 0.01% 661

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Glenmede Investment Management's UGI Position: Q3 2025 in Review

Glenmede Investment Management increased its UGI (UGI) stake by 0.38% in Q3 2025, buying an estimated $4.54K and bringing the position to 33,904 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #676.

Glenmede Investment Management first reported a position in UGI in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.23M in Q2 2025. 568 funds tracked by Wall St. Rank hold UGI as of Q3 2025.

  • Glenmede Investment Management held 33,904 shares of UGI worth $1.13M as of Q3 2025.
  • Glenmede Investment Management bought 130 UGI shares in Q3 2025, an estimated $4.54K.
  • UGI made up 0.01% of Glenmede Investment Management's portfolio in Q3 2025, its #676 holding.
  • Glenmede Investment Management first reported a position in UGI in Q2 2025 and has held it in 2 quarters since.
  • Glenmede Investment Management's UGI position peaked at $1.23M in Q2 2025.
  • 568 funds tracked by Wall St. Rank held UGI as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.