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Hancock Whitney Investment Services’s UGI UGI Stock Holding History

Hancock Whitney Investment Services’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
Q1 		– Sell
-7,605
Closed -$347K – 268
2021
Q4 		$347K Buy
+7,605
New +$338K 0.06% 214

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hancock Whitney Investment Services's UGI Position: Q1 2022 in Review

Hancock Whitney Investment Services sold out of UGI (UGI) in Q1 2022, closing a stake of 7,605 shares — an estimated $347K sold.

Hancock Whitney Investment Services first reported a position in UGI in Q4 2021 and held it in 1 quarter. The position peaked at $347K in Q4 2021. 537 funds tracked by Wall St. Rank hold UGI as of Q1 2022.

  • Hancock Whitney Investment Services reported no remaining UGI position as of Q1 2022 after selling out during the quarter.
  • Hancock Whitney Investment Services sold 7,605 UGI shares in Q1 2022, an estimated $347K.
  • Hancock Whitney Investment Services first reported a position in UGI in Q4 2021 and held it in 1 quarter.
  • Hancock Whitney Investment Services's UGI position peaked at $347K in Q4 2021.
  • 537 funds tracked by Wall St. Rank held UGI as of Q1 2022.

Based on Hancock Whitney Investment Services's 13F filing for Q1 2022, filed 13 May 2022.