Lazard Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.07M | Buy |
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|
2025
Q1 | $554K | Buy |
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|
2024
Q4 | $460K | Buy |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $1K | Hold |
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|
2023
Q4 | $1K | Hold |
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|
2023
Q3 | $1K | Hold |
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|
2023
Q2 | $1K | Sell |
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|
2023
Q1 | $67K | Sell |
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|
2022
Q4 | $136K | Sell |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $134K | Sell |
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|
2021
Q4 | $178K | Sell |
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|
2021
Q3 | $735K | Buy |
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|
2021
Q2 | $773K | Buy |
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|
2021
Q1 | $275K | Buy |
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