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Good Life Advisors’s UGI UGI Stock Holding History

Good Life 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
Q2 		$266K Sell
7,295
-50
-0.7% -$1.72K 0.02% 420
2025
Q1 		$243K Buy
7,345
+200
+3% +$6.34K 0.02% 435
2024
Q4 		$202K Buy
+7,145
New +$185K 0.01% 462
2024
Q2 		– Sell
-8,430
Closed -$207K – 487
2024
Q1 		$207K Sell
8,430
-550
-6% -$13.2K 0.02% 424
2023
Q4 		$221K Buy
+8,980
New +$198K 0.02% 392

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Good Life Advisors's UGI Position: Q2 2025 in Review

Good Life Advisors reduced its UGI (UGI) stake by 0.68% in Q2 2025, selling an estimated $1.72K and leaving 7,295 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #420.

Good Life Advisors first reported a position in UGI in Q4 2023 and has held it in 5 quarters since. 594 funds tracked by Wall St. Rank hold UGI as of Q2 2025.

  • Good Life Advisors held 7,295 shares of UGI worth $266K as of Q2 2025.
  • Good Life Advisors sold 50 UGI shares in Q2 2025, an estimated $1.72K.
  • UGI made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #420 holding.
  • Good Life Advisors first reported a position in UGI in Q4 2023 and has held it in 5 quarters since.
  • 594 funds tracked by Wall St. Rank held UGI as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.