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Mackenzie Financial’s
Ultrapar
UGP
Stock Holding History
Mackenzie Financial’s Portfolio
UGP Stock Details
UGP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-45,926
Closed
-$151K
–
1845
2025
Q2
$151K
Buy
+45,926
New
+$139K
﹤0.01%
1586
2021
Q1
–
Sell
-149,243
Closed
-$676K
–
1201
2020
Q4
$676K
Buy
149,243
+32,143
+27%
+$122K
﹤0.01%
774
2020
Q3
$400K
Buy
+117,100
New
+$431K
﹤0.01%
822
Other funds holding UGP
NC
Naman Capital
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$360M AUM
27.43%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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