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Lehman Financial Resources’s UGI UGI Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-600
Closed -$20K – 328
2015
Q3 		$20K Hold
600
– – 0.01% 249
2015
Q2 		$20K Hold
600
– – 0.01% 253
2015
Q1 		$20K Hold
600
– – 0.01% 253
2014
Q4 		$23K Hold
600
– – 0.01% 226
2014
Q3 		$20K Hold
600
– – 0.01% 242
2014
Q2 		$20K Hold
600
– – 0.01% 236
2014
Q1 		$18K Hold
600
– – 0.01% 238
2013
Q4 		$17K Hold
600
– – 0.01% 234
2013
Q3 		$16K Hold
600
– – 0.01% 227
2013
Q2 		$16K Buy
+600
New +$15.8K 0.01% 197

Other funds holding UGI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lehman Financial Resources's UGI Position: Q4 2015 in Review

Lehman Financial Resources sold out of UGI (UGI) in Q4 2015, closing a stake of 600 shares — an estimated $20K sold.

Lehman Financial Resources first reported a position in UGI in Q2 2013 and held it in 10 quarters. The position peaked at $23K in Q4 2014. 370 funds tracked by Wall St. Rank hold UGI as of Q4 2015.

  • Lehman Financial Resources reported no remaining UGI position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 600 UGI shares in Q4 2015, an estimated $20K.
  • Lehman Financial Resources first reported a position in UGI in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's UGI position peaked at $23K in Q4 2014.
  • 370 funds tracked by Wall St. Rank held UGI as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.