Kings Point Capital Management’s UGI UGI Stock Holding History

Kings Point Capital Management’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
2022 Q1	$16K	Hold	433	–	–	﹤0.01%	530
2021 Q4	$20K	Hold	433	–	–	﹤0.01%	543
2021 Q3	$18K	Hold	433	–	–	﹤0.01%	509
2021 Q2	$20K	Hold	433	–	–	﹤0.01%	466
2021 Q1	$18K	Hold	433	–	–	﹤0.01%	467
2020 Q4	$15K	Hold	433	–	–	﹤0.01%	454
2020 Q3	$14K	Hold	433	–	–	﹤0.01%	448
2020 Q2	$14K	Hold	433	–	–	﹤0.01%	407
2020 Q1	$12K	Hold	433	–	–	﹤0.01%	430
2019 Q4	$20K	Hold	433	–	–	﹤0.01%	421
2019 Q3	$22K	Buy	+433	New	+$21.6K	﹤0.01%	389

Other funds holding UGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kings Point Capital Management's UGI Position: Q1 2022 in Review

Kings Point Capital Management held its UGI (UGI) position steady in Q1 2022 at 433 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Kings Point Capital Management first reported a position in UGI in Q3 2019 and has held it in 11 quarters since. The position peaked at $22K in Q3 2019. 537 funds tracked by Wall St. Rank hold UGI as of Q1 2022.

Kings Point Capital Management held 433 shares of UGI worth $16K as of Q1 2022.
Kings Point Capital Management left its UGI share count unchanged in Q1 2022.
UGI made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #530 holding.
Kings Point Capital Management first reported a position in UGI in Q3 2019 and has held it in 11 quarters since.
Kings Point Capital Management's UGI position peaked at $22K in Q3 2019.
537 funds tracked by Wall St. Rank held UGI as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.