Michael Gelband’s UGI UGI Stock Holding History

Michael Gelband’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
2024 Q1	–	Sell	-69,900	Closed	-$1.75M	–	1979
2023 Q4	$1.75M	Sell	69,900 -130,100	-65%	-$2.87M	0.01%	621
2023 Q3	$4.6M	Buy	+200,000	New	+$4.96M	0.04%	391

Other funds holding UGI

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SCM

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Michael Gelband's UGI Position: Q1 2026 in Review

Michael Gelband sold out of UGI (UGI) in Q1 2026, closing a stake of 9,464 shares — an estimated $354K sold.

Michael Gelband first reported a position in UGI in Q2 2019 and held it in 14 quarters. The position peaked at $4.55M in Q2 2023. 595 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

Michael Gelband reported no remaining UGI position as of Q1 2026 after selling out during the quarter.
Michael Gelband sold 9,464 UGI shares in Q1 2026, an estimated $354K.
Michael Gelband first reported a position in UGI in Q2 2019 and held it in 14 quarters.
Michael Gelband's UGI position peaked at $4.55M in Q2 2023.
595 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.