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Milestone Investment Advisors’s UGI UGI Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-300
Closed -$6.9K – 419
2023
Q3 		$6.9K Buy
+300
New +$7.44K ﹤0.01% 312
2023
Q2 		– Sell
-300
Closed -$10.4K – 414
2023
Q1 		$10.4K Buy
+300
New +$11.4K ﹤0.01% 295

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Milestone Investment Advisors's UGI Position: Q4 2023 in Review

Milestone Investment Advisors sold out of UGI (UGI) in Q4 2023, closing a stake of 300 shares — an estimated $6.9K sold.

Milestone Investment Advisors first reported a position in UGI in Q1 2023 and held it in 2 quarters. The position peaked at $10.4K in Q1 2023. 443 funds tracked by Wall St. Rank hold UGI as of Q4 2023.

  • Milestone Investment Advisors reported no remaining UGI position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 300 UGI shares in Q4 2023, an estimated $6.9K.
  • Milestone Investment Advisors first reported a position in UGI in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's UGI position peaked at $10.4K in Q1 2023.
  • 443 funds tracked by Wall St. Rank held UGI as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.