IFS
UGI icon

Ifrah Financial Services’s UGI UGI Stock Holding History

Ifrah 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
2019
Q4 		– Sell
-5,542
Closed -$279K – 203
2019
Q3 		$279K Sell
5,542
-92
-2% -$4.6K 0.1% 140
2019
Q2 		$301K Sell
5,634
-106
-2% -$5.64K 0.11% 138
2019
Q1 		$318K Sell
5,740
-21
-0.4% -$1.15K 0.12% 134
2018
Q4 		$307K Sell
5,761
-147
-2% -$8.17K 0.13% 132
2018
Q3 		$328K Buy
+5,908
New +$318K 0.12% 140

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ifrah Financial Services's UGI Position: Q4 2019 in Review

Ifrah Financial Services sold out of UGI (UGI) in Q4 2019, closing a stake of 5,542 shares — an estimated $279K sold.

Ifrah Financial Services first reported a position in UGI in Q3 2018 and held it in 5 quarters. The position peaked at $328K in Q3 2018. 490 funds tracked by Wall St. Rank hold UGI as of Q4 2019.

  • Ifrah Financial Services reported no remaining UGI position as of Q4 2019 after selling out during the quarter.
  • Ifrah Financial Services sold 5,542 UGI shares in Q4 2019, an estimated $279K.
  • Ifrah Financial Services first reported a position in UGI in Q3 2018 and held it in 5 quarters.
  • Ifrah Financial Services's UGI position peaked at $328K in Q3 2018.
  • 490 funds tracked by Wall St. Rank held UGI as of Q4 2019.

Based on Ifrah Financial Services's 13F filing for Q4 2019, filed 6 Feb 2020.