Laffer Tengler Investments’s UGI Corporation UGIC Stock Holding History

Laffer Tengler Investments’s Portfolio UGIC Stock Details UGIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-30,590	Closed	-$1.77M	–	452
2024 Q1	$1.77M	Buy	30,590 +934	+3%	+$53.7K	0.46%	75
2023 Q4	$1.74M	Sell	29,656 -5,320	-15%	-$287K	0.46%	75
2023 Q3	$1.99M	Sell	34,976 -1,205	-3%	-$74K	0.58%	65
2023 Q2	$2.4M	Buy	36,181 +13,661	+61%	+$991K	0.64%	61
2023 Q1	$1.82M	Sell	22,520 -220	-1%	-$19.2K	0.49%	70
2022 Q4	$1.96M	Sell	22,740 -614	-3%	-$52.2K	0.56%	65
2022 Q3	$1.86M	Sell	23,354 -820	-3%	-$76.1K	0.68%	59
2022 Q2	$2.21M	Buy	24,174 +4	+0%	+$375	0.78%	56
2022 Q1	$2.15M	Buy	+24,170	New	+$2.28M	0.65%	61

Laffer Tengler Investments's UGIC Position: Q2 2024 in Review

Laffer Tengler Investments sold out of UGI Corporation (UGIC) in Q2 2024, closing a stake of 30,590 shares — an estimated $1.77M sold.

Laffer Tengler Investments first reported a position in UGIC in Q1 2022 and held it in 9 quarters. The position peaked at $2.4M in Q2 2023. 0 funds tracked by Wall St. Rank hold UGIC as of Q2 2024.

Laffer Tengler Investments reported no remaining UGI Corporation position as of Q2 2024 after selling out during the quarter.
Laffer Tengler Investments sold 30,590 UGI Corporation shares in Q2 2024, an estimated $1.77M.
Laffer Tengler Investments first reported a position in UGI Corporation in Q1 2022 and held it in 9 quarters.
Laffer Tengler Investments's UGI Corporation position peaked at $2.4M in Q2 2023.
0 funds tracked by Wall St. Rank held UGI Corporation as of Q2 2024.

Based on Laffer Tengler Investments's 13F filing for Q2 2024, filed 14 Aug 2024.