J. Goldman & Co’s UGI UGI Stock Holding History

J. Goldman & Co’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	-17,625	Closed	-$405K	–	482
2023 Q3	$405K	Buy	+17,625	New	+$437K	0.01%	294

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

SCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

J. Goldman & Co's UGI Position: Q4 2023 in Review

J. Goldman & Co sold out of UGI (UGI) in Q4 2023, closing a stake of 17,625 shares — an estimated $405K sold.

J. Goldman & Co first reported a position in UGI in Q3 2023 and held it in 1 quarter. The position peaked at $405K in Q3 2023. 443 funds tracked by Wall St. Rank hold UGI as of Q4 2023.

J. Goldman & Co reported no remaining UGI position as of Q4 2023 after selling out during the quarter.
J. Goldman & Co sold 17,625 UGI shares in Q4 2023, an estimated $405K.
J. Goldman & Co first reported a position in UGI in Q3 2023 and held it in 1 quarter.
J. Goldman & Co's UGI position peaked at $405K in Q3 2023.
443 funds tracked by Wall St. Rank held UGI as of Q4 2023.

Based on J. Goldman & Co's 13F filing for Q4 2023, filed 14 Feb 2024.