Kennedy Capital 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 | $9.23M | Sell |
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|
2025
Q1 | $8.47M | Buy |
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|
2024
Q4 | $3.31M | Sell |
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|
2024
Q3 | $2.95M | Sell |
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|
2024
Q2 | $2.88M | Buy |
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|
2024
Q1 | $2.62M | Sell |
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|
2023
Q4 | $2.85M | Sell |
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|
2023
Q3 | $3.21M | Buy |
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|
2023
Q2 | $2.47M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.42M | Sell |
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|
2019
Q3 | $6.49M | Sell |
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|
2019
Q2 | $6.96M | Buy |
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|
2019
Q1 | $6.37M | Sell |
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|
2018
Q4 | $6.23M | Buy |
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|
2018
Q3 | $6.46M | Sell |
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|
2018
Q2 | $6.15M | Sell |
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|
2018
Q1 | $5.25M | Sell |
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|
2017
Q4 | $5.98M | Sell |
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|
2017
Q3 | $6.55M | Sell |
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|
2017
Q2 | $7.01M | Sell |
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|
2017
Q1 | $7.35M | Sell |
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|
2016
Q4 | $7.07M | Sell |
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|
2016
Q3 | $8.37M | Sell |
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|
2016
Q2 | $8.71M | Sell |
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|
2016
Q1 | $10.7M | Sell |
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|
2015
Q4 | $9.6M | Buy |
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|
2015
Q3 | $9.83M | Sell |
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|
2015
Q2 | $10.3M | Sell |
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|
2015
Q1 | $9.95M | Buy |
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|
2014
Q4 | $11.2M | Buy |
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|
2014
Q3 | $9.71M | Buy |
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|
2014
Q2 | $9.43M | Buy |
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|
2014
Q1 | $8.48M | Buy |
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|
2013
Q4 | $4.18M | Sell |
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|
2013
Q3 | $3.96M | Buy |
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|
2013
Q2 | $3.9M | Buy |
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