HGERS
UGI icon

Householder Group Estate & Retirement Specialist’s UGI UGI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$0 Hold
10
– – ﹤0.01% 1176
2024
Q3 		$0 Buy
+10
New +$241 ﹤0.01% 1324
2024
Q2 		– Sell
-10
Closed -$245 – 1337
2024
Q1 		$245 Hold
10
– – ﹤0.01% 1203
2023
Q4 		$0 Hold
10
– – ﹤0.01% 1333
2023
Q3 		$230 Buy
+10
New +$248 ﹤0.01% 1230
2023
Q1 		$3K Buy
+84
New +$3.18K ﹤0.01% 1054
2022
Q4 		– Sell
-82
Closed -$2K – 1080
2022
Q3 		$2K Buy
+82
New +$3.23K ﹤0.01% 987

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's UGI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its UGI (UGI) position steady in Q4 2024 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Householder Group Estate & Retirement Specialist first reported a position in UGI in Q3 2022 and has held it in 7 quarters since. The position peaked at $3K in Q1 2023. 509 funds tracked by Wall St. Rank hold UGI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 10 shares of UGI worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its UGI share count unchanged in Q4 2024.
  • UGI made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1176 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in UGI in Q3 2022 and has held it in 7 quarters since.
  • Householder Group Estate & Retirement Specialist's UGI position peaked at $3K in Q1 2023.
  • 509 funds tracked by Wall St. Rank held UGI as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.