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UGI icon

Inspire Investing’s UGI UGI Stock Holding History

Inspire Investing’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
2026
Q1 		$371K Buy
10,176
+10,054
+8,241% +$378K 0.02% 861
2025
Q4 		$4.55K Buy
+122
New +$4.32K ﹤0.01% 957
2025
Q3 		– Sell
-32,406
Closed -$1.18M – 938
2025
Q2 		$1.18M Buy
+32,406
New +$1.11M 0.13% 180
2024
Q4 		– Sell
-47,543
Closed -$1.19M – 861
2024
Q3 		$1.19M Buy
+47,543
New +$1.15M 0.12% 180
2022
Q3 		– Sell
-5,482
Closed -$212K – 841
2022
Q2 		$212K Sell
5,482
-28,481
-84% -$1.1M 0.03% 595
2022
Q1 		$1.23M Sell
33,963
-133
-0.4% -$5.32K 0.14% 139
2021
Q4 		$1.56M Sell
34,096
-1,804
-5% -$80.2K 0.18% 125
2021
Q3 		$1.53M Buy
35,900
+16,862
+89% +$771K 0.19% 130
2021
Q2 		$882K Buy
+19,038
New +$857K 0.12% 202
2020
Q2 		– Sell
-1
Closed – – 727
2020
Q1 		$0 Buy
+1
New +$38 ﹤0.01% 810
2018
Q1 		– Sell
-1,104
Closed -$52K – 675
2017
Q4 		$52K Buy
+1,104
New +$52.8K 0.04% 728

Other funds holding UGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 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