Houlihan Financial Resource Group’s UGI UGI Stock Holding History

Houlihan Financial Resource Group’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
2020 Q3	$14K	Buy	+379	New	+$12.6K	0.01%	262

Other funds holding UGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Houlihan Financial Resource Group's UGI Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in UGI (UGI) in Q3 2020: 379 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #262 among its holdings.

445 funds tracked by Wall St. Rank hold UGI as of Q3 2020.

Houlihan Financial Resource Group held 379 shares of UGI worth $14K as of Q3 2020.
UGI was a new Houlihan Financial Resource Group position in Q3 2020.
UGI made up 0.01% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #262 holding.
445 funds tracked by Wall St. Rank held UGI as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.