GI
UGIC

Gradient Investments’s UGI Corporation UGIC Stock Holding History

Gradient Investments’s Portfolio UGIC Stock Details UGIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-60
Closed -$3.54K – 1889
2023
Q4 		$3.54K Hold
60
– – ﹤0.01% 1081
2023
Q3 		$3.43K Hold
60
– – ﹤0.01% 1047
2023
Q2 		$3.98K Buy
+60
New +$4.35K ﹤0.01% 1002

Other funds holding UGIC

ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $6.43B AUM 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Gradient Investments's UGIC Position: Q1 2024 in Review

Gradient Investments sold out of UGI Corporation (UGIC) in Q1 2024, closing a stake of 60 shares — an estimated $3.54K sold.

Gradient Investments first reported a position in UGIC in Q2 2023 and held it in 3 quarters. The position peaked at $3.98K in Q2 2023. 22 funds tracked by Wall St. Rank hold UGIC as of Q1 2024.

  • Gradient Investments reported no remaining UGI Corporation position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 60 UGI Corporation shares in Q1 2024, an estimated $3.54K.
  • Gradient Investments first reported a position in UGI Corporation in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's UGI Corporation position peaked at $3.98K in Q2 2023.
  • 22 funds tracked by Wall St. Rank held UGI Corporation as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.