KI
UGI icon

Kapitalo Investimentos’s UGI UGI Stock Holding History

Kapitalo Investimentos’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
2025
Q1 		– Sell
-16,189
Closed -$457K – 311
2024
Q4 		$457K Buy
+16,189
New +$420K 0.31% 22
2024
Q3 		– Sell
-9,150
Closed -$210K – 228
2024
Q2 		$210K Sell
9,150
-347
-4% -$8.41K 0.06% 146
2024
Q1 		$233K Buy
+9,497
New +$228K 0.05% 228
2023
Q3 		– Sell
-12,823
Closed -$346K – 690
2023
Q2 		$346K Buy
+12,823
New +$389K 0.06% 161

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Kapitalo Investimentos's UGI Position: Q1 2025 in Review

Kapitalo Investimentos sold out of UGI (UGI) in Q1 2025, closing a stake of 16,189 shares — an estimated $457K sold.

Kapitalo Investimentos first reported a position in UGI in Q2 2023 and held it in 4 quarters. The position peaked at $457K in Q4 2024. 564 funds tracked by Wall St. Rank hold UGI as of Q1 2025.

  • Kapitalo Investimentos reported no remaining UGI position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 16,189 UGI shares in Q1 2025, an estimated $457K.
  • Kapitalo Investimentos first reported a position in UGI in Q2 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's UGI position peaked at $457K in Q4 2024.
  • 564 funds tracked by Wall St. Rank held UGI as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.