Grantham, Mayo, Van Otterloo & Co (GMO)’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
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|
2025
Q1 | $556K | Buy |
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|
2024
Q4 | $423K | Buy |
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $3.02M | Sell |
|
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|
2022
Q1 | $11.8M | Buy |
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|
2021
Q4 | $395K | Sell |
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|
2021
Q3 | $456K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5.2M | Buy |
|
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|
2017
Q3 | $4.24M | Buy |
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|
2017
Q2 | $242K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $501K | Sell |
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|
2013
Q2 | $871K | Buy |
|