Lido Advisors
UGI icon

Lido Advisors’s UGI UGI Stock Holding History

Lido 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
2026
Q1 		$270K Buy
+7,340
New +$276K ﹤0.01% 1620
2024
Q3 		– Sell
-40,203
Closed -$936K – 1559
2024
Q2 		$936K Buy
40,203
+12,193
+44% +$295K 0.01% 685
2024
Q1 		$698K Buy
+28,010
New +$673K 0.01% 779
2023
Q3 		– Sell
-42,218
Closed -$1.14M – 1319
2023
Q2 		$1.14M Buy
42,218
+5,405
+15% +$164K 0.01% 489
2023
Q1 		$1.28M Buy
+36,813
New +$1.4M 0.02% 424
2022
Q3 		– Sell
-22,551
Closed -$870K – 1039
2022
Q2 		$870K Buy
22,551
+6,842
+44% +$265K 0.02% 382
2022
Q1 		$568K Buy
+15,709
New +$628K 0.01% 565

Other funds holding UGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return