JWM
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Janiczek Wealth Management’s UGI UGI Stock Holding History

Janiczek Wealth Management’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
Q2 		– Sell
-98
Closed -$3.39K – 1020
2023
Q1 		$3.39K Hold
98
– – ﹤0.01% 714
2022
Q4 		$4.06K Hold
98
– – ﹤0.01% 686
2022
Q3 		$3K Buy
98
+32
+48% +$1.26K ﹤0.01% 735
2022
Q2 		$3K Buy
66
+4
+6% +$155 ﹤0.01% 748
2022
Q1 		$2K Buy
62
+36
+138% +$1.44K ﹤0.01% 795
2021
Q4 		$1K Hold
26
– – ﹤0.01% 965
2021
Q3 		$1K Hold
26
– – ﹤0.01% 935
2021
Q2 		$1K Hold
26
– – ﹤0.01% 873
2021
Q1 		$1K Sell
26
-1,275
-98% -$49.3K ﹤0.01% 836
2020
Q4 		$45K Buy
+1,301
New +$45.5K 0.02% 221

Other funds holding UGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
First Eagle Investment Management
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return