LNWWM
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Laird Norton Wetherby Wealth Management’s UGI UGI Stock Holding History

Laird Norton Wetherby Wealth 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
2025
Q3 		$426K Buy
12,823
+1,023
+9% +$35.8K 0.02% 634
2025
Q2 		$430K Buy
+11,800
New +$406K 0.02% 620
2024
Q4 		$351K Buy
12,423
+124
+1% +$3.22K 0.02% 650
2024
Q3 		$308K Sell
12,299
-153
-1% -$3.69K 0.01% 720
2024
Q2 		$285K Sell
12,452
-3,844
-24% -$93.1K 0.01% 730
2024
Q1 		$400K Buy
16,296
+4,139
+34% +$99.4K 0.02% 635
2023
Q4 		$299K Sell
12,157
-2,706
-18% -$59.7K 0.02% 725
2023
Q3 		$342K Buy
14,863
+855
+6% +$21.2K 0.02% 641
2023
Q2 		$378K Buy
14,008
+1,611
+13% +$48.9K 0.02% 637
2023
Q1 		$431K Sell
12,397
-1,292
-9% -$49K 0.03% 591
2022
Q4 		$507K Sell
13,689
-711
-5% -$25.7K 0.03% 514
2022
Q3 		$465K Sell
14,400
-568
-4% -$22.4K 0.03% 528
2022
Q2 		$578K Buy
14,968
+226
+2% +$8.76K 0.04% 457
2022
Q1 		$534K Sell
14,742
-867
-6% -$34.7K 0.03% 505
2021
Q4 		$717K Sell
15,609
-163
-1% -$7.25K 0.04% 403
2021
Q3 		$672K Buy
15,772
+135
+0.9% +$6.17K 0.04% 400
2021
Q2 		$724K Buy
+15,637
New +$704K 0.04% 386
2021
Q1 		– Sell
-15,293
Closed -$534K – 899
2020
Q4 		$534K Buy
+15,293
New +$535K 0.04% 442

Other funds holding UGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return