Integer Wealth Advisors Group’s UGI UGI Stock Holding History

Integer Wealth Advisors 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
2021 Q1	$233K	Buy	+5,571	New	+$215K	0.13%	75

Other funds holding UGI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

SCM

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

SOMRS

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Integer Wealth Advisors Group's UGI Position: Q1 2021 in Review

Integer Wealth Advisors Group opened a new position in UGI (UGI) in Q1 2021: 5,571 shares worth $233K. The stake represents 0.13% of the portfolio and ranks #75 among its holdings.

497 funds tracked by Wall St. Rank hold UGI as of Q1 2021.

Integer Wealth Advisors Group held 5,571 shares of UGI worth $233K as of Q1 2021.
UGI was a new Integer Wealth Advisors Group position in Q1 2021.
UGI made up 0.13% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #75 holding.
497 funds tracked by Wall St. Rank held UGI as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.