Jupiter Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.4M | Hold |
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|
2025
Q1 | $62.1M | Hold |
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|
2024
Q4 | $53M | Sell |
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|
2024
Q3 | $58.3M | Hold |
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|
2024
Q2 | $53.4M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $10.9M | Sell |
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|
2023
Q3 | $24.2M | Buy |
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|
2023
Q2 | $15.8M | Sell |
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|
2023
Q1 | $44.4M | Buy |
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|
2022
Q4 | $43.9M | Sell |
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|
2022
Q3 | $38.3M | Buy |
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|
2022
Q2 | $42.7M | Sell |
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|
2022
Q1 | $44.1M | Buy |
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|
2021
Q4 | $39.9M | Hold |
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|
2021
Q3 | $37.1M | Buy |
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|
2021
Q2 | $33.7M | Buy |
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|
2021
Q1 | $6.83M | Sell |
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|
2020
Q4 | $12.6M | Sell |
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|
2020
Q3 | $12.5M | Buy |
|