Great Lakes Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.36M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $322K | Sell |
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|
2017
Q3 | $351K | Sell |
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|
2017
Q2 | $412K | Buy |
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|
2017
Q1 | $396K | Sell |
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|
2016
Q4 | $380K | Sell |
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|
2016
Q3 | $2.47M | Sell |
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|
2016
Q2 | $3.43M | Sell |
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|
2016
Q1 | $3.98M | Sell |
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|
2015
Q4 | $3.6M | Sell |
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|
2015
Q3 | $4.67M | Buy |
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|
2015
Q2 | $3.68M | Buy |
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|
2015
Q1 | $2.93M | Buy |
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|
2014
Q4 | $2.46M | Buy |
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|
2014
Q3 | $2.03M | Buy |
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