Lenox Wealth Advisors’s UGI UGI Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-39	Closed	-$2K	–	993
2021 Q4	$2K	Buy	+39	New	+$1.73K	﹤0.01%	767

Other funds holding UGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's UGI Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of UGI (UGI) in Q1 2022, closing a stake of 39 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in UGI in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 537 funds tracked by Wall St. Rank hold UGI as of Q1 2022.

Lenox Wealth Advisors reported no remaining UGI position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 39 UGI shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in UGI in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's UGI position peaked at $2K in Q4 2021.
537 funds tracked by Wall St. Rank held UGI as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.