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Howard Financial Services’s UGI UGI Stock Holding History

Howard Financial Services’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 		– Sell
-7,500
Closed -$239K – 124
2020
Q2 		$239K Buy
+7,500
New +$227K 0.17% 73

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TSW
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SOMRS
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SCM
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Howard Financial Services's UGI Position: Q3 2020 in Review

Howard Financial Services sold out of UGI (UGI) in Q3 2020, closing a stake of 7,500 shares — an estimated $239K sold.

Howard Financial Services first reported a position in UGI in Q2 2020 and held it in 1 quarter. The position peaked at $239K in Q2 2020. 445 funds tracked by Wall St. Rank hold UGI as of Q3 2020.

  • Howard Financial Services reported no remaining UGI position as of Q3 2020 after selling out during the quarter.
  • Howard Financial Services sold 7,500 UGI shares in Q3 2020, an estimated $239K.
  • Howard Financial Services first reported a position in UGI in Q2 2020 and held it in 1 quarter.
  • Howard Financial Services's UGI position peaked at $239K in Q2 2020.
  • 445 funds tracked by Wall St. Rank held UGI as of Q3 2020.

Based on Howard Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.