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Milestone Wealth’s UGI UGI Stock Holding History

Milestone Wealth’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
2022
Q3 		$4K Hold
122
– – ﹤0.01% 217
2022
Q2 		$5K Hold
122
– – 0.01% 207
2022
Q1 		$6K Hold
122
– – ﹤0.01% 229
2021
Q4 		$6K Buy
+122
New +$5.42K ﹤0.01% 229

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Milestone Wealth's UGI Position: Q3 2022 in Review

Milestone Wealth held its UGI (UGI) position steady in Q3 2022 at 122 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Milestone Wealth first reported a position in UGI in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q1 2022. 510 funds tracked by Wall St. Rank hold UGI as of Q3 2022.

  • Milestone Wealth held 122 shares of UGI worth $4K as of Q3 2022.
  • Milestone Wealth left its UGI share count unchanged in Q3 2022.
  • UGI made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #217 holding.
  • Milestone Wealth first reported a position in UGI in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's UGI position peaked at $6K in Q1 2022.
  • 510 funds tracked by Wall St. Rank held UGI as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.