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Hoover Financial Advisors’s UGI UGI Stock Holding History

Hoover Financial 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
2021
Q2 		$171K Hold
3,702
– – 0.03% 150
2021
Q1 		$170K Buy
3,702
+281
+8% +$10.9K 0.03% 143
2020
Q4 		$127K Buy
+3,421
New +$120K 0.03% 152
2020
Q3 		– Sell
-2,823
Closed -$90K – 462
2020
Q2 		$90K Buy
+2,823
New +$85.6K 0.03% 141

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hoover Financial Advisors's UGI Position: Q2 2021 in Review

Hoover Financial Advisors held its UGI (UGI) position steady in Q2 2021 at 3,702 shares worth $171K. The position accounts for 0.03% of the portfolio, ranked #150.

Hoover Financial Advisors first reported a position in UGI in Q2 2020 and has held it in 4 quarters since. 502 funds tracked by Wall St. Rank hold UGI as of Q2 2021.

  • Hoover Financial Advisors held 3,702 shares of UGI worth $171K as of Q2 2021.
  • Hoover Financial Advisors left its UGI share count unchanged in Q2 2021.
  • UGI made up 0.03% of Hoover Financial Advisors's portfolio in Q2 2021, its #150 holding.
  • Hoover Financial Advisors first reported a position in UGI in Q2 2020 and has held it in 4 quarters since.
  • 502 funds tracked by Wall St. Rank held UGI as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.