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	–	570
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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Graves Light Lenhart Wealth's UGI Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of UGI (UGI) in Q3 2022, closing a stake of 1,019 shares — an estimated $39K sold.

Graves Light Lenhart Wealth first reported a position in UGI in Q4 2020 and held it in 7 quarters. The position peaked at $47K in Q4 2021. 510 funds tracked by Wall St. Rank hold UGI as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining UGI position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,019 UGI shares in Q3 2022, an estimated $39K.
Graves Light Lenhart Wealth first reported a position in UGI in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's UGI position peaked at $47K in Q4 2021.
510 funds tracked by Wall St. Rank held UGI as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.