John Boyer Inc
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John Boyer Inc’s UGI UGI Stock Holding History

John Boyer Inc’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
Q3 		$2.94K Buy
+82
New +$3.01K ﹤0.01% 198

Other funds holding UGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

John Boyer Inc's UGI Position: Q3 2026 in Review

John Boyer Inc opened a new position in UGI (UGI) in Q3 2026: 82 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #198 among its holdings.

466 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • John Boyer Inc held 82 shares of UGI worth $2.94K as of Q3 2026.
  • UGI was a new John Boyer Inc position in Q3 2026.
  • UGI made up ﹤0.01% of John Boyer Inc's portfolio in Q3 2026, its #198 holding.
  • 466 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on John Boyer Inc's 13F filing for Q3 2026, filed 27 Oct 2026.