Lloyd Advisory Services’s UGI UGI Stock Holding History

Lloyd Advisory Services’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 Q2	–	Sell	-90	Closed	-$3K	–	525
2022 Q1	$3K	Buy	+90	New	+$3.6K	﹤0.01%	497

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Lloyd Advisory Services's UGI Position: Q2 2022 in Review

Lloyd Advisory Services sold out of UGI (UGI) in Q2 2022, closing a stake of 90 shares — an estimated $3K sold.

Lloyd Advisory Services first reported a position in UGI in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 531 funds tracked by Wall St. Rank hold UGI as of Q2 2022.

Lloyd Advisory Services reported no remaining UGI position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 90 UGI shares in Q2 2022, an estimated $3K.
Lloyd Advisory Services first reported a position in UGI in Q1 2022 and held it in 1 quarter.
Lloyd Advisory Services's UGI position peaked at $3K in Q1 2022.
531 funds tracked by Wall St. Rank held UGI as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.