Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s UGI UGI Stock Holding History

Kovitz Investment Group Partners’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
2024
Q4 		– Sell
-104,016
Closed -$2.59M – 1258
2024
Q3 		$2.59M Buy
104,016
+2,259
+2% +$54.4K 0.02% 458
2024
Q2 		$2.33M Buy
+101,757
New +$2.47M 0.02% 413

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Kovitz Investment Group Partners's UGI Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of UGI (UGI) in Q4 2024, closing a stake of 104,016 shares — an estimated $2.59M sold.

Kovitz Investment Group Partners first reported a position in UGI in Q2 2024 and held it in 2 quarters. The position peaked at $2.59M in Q3 2024. 510 funds tracked by Wall St. Rank hold UGI as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining UGI position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 104,016 UGI shares in Q4 2024, an estimated $2.59M.
  • Kovitz Investment Group Partners first reported a position in UGI in Q2 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's UGI position peaked at $2.59M in Q3 2024.
  • 510 funds tracked by Wall St. Rank held UGI as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.