Graves Light Lenhart Wealth’s UGI UGI Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-1,019	Closed	-$39K	–	572
2022 Q2	$39K	Hold	1,019	–	–	0.01%	333
2022 Q1	$37K	Hold	1,019	–	–	0.01%	389
2021 Q4	$47K	Hold	1,019	–	–	0.01%	405
2021 Q3	$43K	Hold	1,019	–	–	0.01%	398
2021 Q2	$47K	Hold	1,019	–	–	0.01%	389
2021 Q1	$42K	Hold	1,019	–	–	0.01%	405
2020 Q4	$36K	Buy	+1,019	New	+$35.7K	0.01%	411

Other funds holding UGI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return