HFM
UGI icon

Harvest Fund Management’s UGI UGI Stock Holding History

Harvest Fund Management’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
2026
Q1 		$235K Sell
6,440
-39,446
-86% -$1.48M 0.01% 271
2025
Q4 		$1.48M Hold
45,886
– – 0.06% 169
2025
Q3 		$1.4M Sell
45,886
-8,010
-15% -$280K 0.06% 167
2025
Q2 		$1.75M Sell
53,896
-3,757
-7% -$129K 0.08% 151
2025
Q1 		$1.78M Buy
57,653
+31,742
+123% +$1.01M 0.09% 149
2024
Q4 		$732K Buy
+25,911
New +$672K 0.03% 264
2019
Q2 		– Sell
-156
Closed -$9K – 423
2019
Q1 		$9K Sell
156
-309
-66% -$16.9K ﹤0.01% 346
2018
Q4 		$25K Buy
+465
New +$25.8K 0.01% 304

Other funds holding UGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return