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Kula Investments’s UGI UGI Stock Holding History

Kula Investments’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
2023
Q1 		$222K Buy
+6,381
New +$242K 0.05% 539

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kula Investments's UGI Position: Q1 2023 in Review

Kula Investments opened a new position in UGI (UGI) in Q1 2023: 6,381 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #539 among its holdings.

523 funds tracked by Wall St. Rank hold UGI as of Q1 2023.

  • Kula Investments held 6,381 shares of UGI worth $222K as of Q1 2023.
  • UGI was a new Kula Investments position in Q1 2023.
  • UGI made up 0.05% of Kula Investments's portfolio in Q1 2023, its #539 holding.
  • 523 funds tracked by Wall St. Rank held UGI as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.