Jupiter Investment Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $6.49M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $64.4M | Sell |
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|
2019
Q2 | $96.1M | Buy |
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|
2019
Q1 | $86.3M | Buy |
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|
2018
Q4 | $75.7M | Buy |
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|
2018
Q3 | $72.8M | Buy |
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|
2018
Q2 | $60.6M | Buy |
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|
2018
Q1 | $7.31M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $17.6M | Buy |
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|
2017
Q2 | $11.5M | Buy |
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|
2017
Q1 | $7.08M | Buy |
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|
2016
Q4 | $387K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $6K | Sell |
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|
2015
Q3 | $4.29M | Buy |
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|
2015
Q2 | $2.71M | Sell |
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|
2015
Q1 | $13M | Sell |
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|
2014
Q4 | $15.4M | Buy |
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|
2014
Q3 | $5.01M | Buy |
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|
2014
Q2 | $4.8M | Sell |
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|
2014
Q1 | $7.99M | Sell |
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|
2013
Q4 | $8.67M | Buy |
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|
2013
Q3 | $7.21M | Buy |
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|
2013
Q2 | $1.63M | Buy |
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