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Legacy Advisors’s UGI UGI Stock Holding History

Legacy Advisors’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
2019
Q3 		– Sell
-2,551
Closed -$137K – 313
2019
Q2 		$137K Hold
2,551
– – 0.09% 136
2019
Q1 		$142K Buy
+2,551
New +$140K 0.05% 131
2018
Q4 		– Sell
-2,551
Closed -$142K – 378
2018
Q3 		$142K Hold
2,551
– – 0.07% 161
2018
Q2 		$133K Hold
2,551
– – 0.1% 116
2018
Q1 		$115K Hold
2,551
– – 0.08% 113
2017
Q4 		$120K Hold
2,551
– – 0.12% 77
2017
Q3 		$120K Hold
2,551
– – 0.13% 71
2017
Q2 		$124K Hold
2,551
– – 0.16% 67
2017
Q1 		$126K Hold
2,551
– – 0.17% 57
2016
Q4 		$118K Buy
+2,551
New +$114K 0.16% 63

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return