Kovitz Investment Group Partners’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-104,016	Closed	-$2.59M	–	1246
2024 Q3	$2.59M	Buy	104,016 +2,259	+2%	+$56.2K	0.02%	456
2024 Q2	$2.33M	Buy	+101,757	New	+$2.33M	0.02%	411