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McClarren Financial Advisors’s UGI UGI Stock Holding History

McClarren Financial 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
2025
Q1 		– Sell
-1,700
Closed -$48K – 367
2024
Q4 		$48K Buy
+1,700
New +$44.1K 0.13% 85
2024
Q3 		– Sell
-22
Closed -$38K – 355
2024
Q2 		$38K Sell
22
-1,679
-99% -$40.7K 0.03% 163
2024
Q1 		$42K Buy
1,701
+26
+2% +$624 0.03% 157
2023
Q4 		$41K Buy
1,675
+29
+2% +$640 0.03% 176
2023
Q3 		$37K Buy
1,646
+22
+1% +$546 0.03% 166
2023
Q2 		$43K Buy
1,624
+17
+1% +$516 0.04% 161
2023
Q1 		$55K Buy
1,607
+16
+1% +$607 0.05% 133
2022
Q4 		$59K Buy
1,591
+16
+1% +$578 0.06% 132
2022
Q3 		$50K Buy
+1,575
New +$62.1K 0.05% 127
2022
Q2 		– Sell
-10
Closed – – 258
2022
Q1 		$0 Buy
+10
New +$400 ﹤0.01% 308

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

McClarren Financial Advisors's UGI Position: Q1 2025 in Review

McClarren Financial Advisors sold out of UGI (UGI) in Q1 2025, closing a stake of 1,700 shares — an estimated $48K sold.

McClarren Financial Advisors first reported a position in UGI in Q1 2022 and held it in 10 quarters. The position peaked at $59K in Q4 2022. 565 funds tracked by Wall St. Rank hold UGI as of Q1 2025.

  • McClarren Financial Advisors reported no remaining UGI position as of Q1 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,700 UGI shares in Q1 2025, an estimated $48K.
  • McClarren Financial Advisors first reported a position in UGI in Q1 2022 and held it in 10 quarters.
  • McClarren Financial Advisors's UGI position peaked at $59K in Q4 2022.
  • 565 funds tracked by Wall St. Rank held UGI as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.