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Israel Englander’s UGI UGI Stock Holding History

Israel Englander’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
2023
Q4 		– Sell
-85,700
Closed -$1.97M – 6561
2023
Q3 		$1.97M Buy
85,700
+50,300
+142% +$1.25M ﹤0.01% 3560
2023
Q2 		$955K Buy
+35,400
New +$1.07M ﹤0.01% 4081
2014
Q2 		– Sell
-176,250
Closed -$5.36M – 3899
2014
Q1 		$5.36M Sell
176,250
-41,550
-19% -$1.2M 0.02% 1174
2013
Q4 		$6.02M Sell
217,800
-63,750
-23% -$1.72M 0.02% 1028
2013
Q3 		$7.34M Sell
281,550
-323,100
-53% -$8.66M 0.02% 893
2013
Q2 		$15.8M Buy
+604,650
New +$15.9M 0.05% 407

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Israel Englander's UGI Position: Q2 2026 in Review

Israel Englander reduced its UGI (UGI) stake by 91% in Q2 2026, selling an estimated $12.6M and leaving 37,039 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #4155.

Israel Englander first reported a position in UGI in Q2 2013 and has held it in 49 quarters since. The position peaked at $84.4M in Q3 2023. 618 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Israel Englander held 37,039 shares of UGI worth $1.28M as of Q2 2026.
  • Israel Englander sold 355,760 UGI shares in Q2 2026, an estimated $12.6M.
  • UGI made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #4155 holding.
  • Israel Englander first reported a position in UGI in Q2 2013 and has held it in 49 quarters since.
  • Israel Englander's UGI position peaked at $84.4M in Q3 2023.
  • 618 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.