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Lombard Odier Asset Management (Switzerland)’s UGI UGI Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
2023
Q2 		– Sell
-6,177
Closed -$215K – 372
2023
Q1 		$215K Buy
+6,177
New +$234K 0.02% 383

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Amundi
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Lombard Odier Asset Management (Switzerland)'s UGI Position: Q2 2023 in Review

Lombard Odier Asset Management (Switzerland) sold out of UGI (UGI) in Q2 2023, closing a stake of 6,177 shares — an estimated $215K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in UGI in Q1 2023 and held it in 1 quarter. The position peaked at $215K in Q1 2023. 486 funds tracked by Wall St. Rank hold UGI as of Q2 2023.

  • Lombard Odier Asset Management (Switzerland) reported no remaining UGI position as of Q2 2023 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 6,177 UGI shares in Q2 2023, an estimated $215K.
  • Lombard Odier Asset Management (Switzerland) first reported a position in UGI in Q1 2023 and held it in 1 quarter.
  • Lombard Odier Asset Management (Switzerland)'s UGI position peaked at $215K in Q1 2023.
  • 486 funds tracked by Wall St. Rank held UGI as of Q2 2023.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 14 Aug 2023.