Heartland Advisors’s UGI UGI Stock Holding History

Heartland Advisors’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
2025 Q2	$12.7M	Hold
2025 Q1	$11.6M	Hold
2024 Q4	$9.88M	Sell
2024 Q3	$11.6M	Sell
2024 Q2	$10.6M	Buy
2024 Q1	$8.94M	Hold
2023 Q4	$8.97M	Buy