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MinichMacGregor Wealth Management’s UGI UGI Stock Holding History

MinichMacGregor Wealth Management’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
Q1 		– Sell
-175
Closed -$6.49K – 609
2022
Q4 		$6.49K Buy
+175
New +$6.32K ﹤0.01% 455

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

MinichMacGregor Wealth Management's UGI Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of UGI (UGI) in Q1 2023, closing a stake of 175 shares — an estimated $6.49K sold.

MinichMacGregor Wealth Management first reported a position in UGI in Q4 2022 and held it in 1 quarter. The position peaked at $6.49K in Q4 2022. 523 funds tracked by Wall St. Rank hold UGI as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining UGI position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 175 UGI shares in Q1 2023, an estimated $6.49K.
  • MinichMacGregor Wealth Management first reported a position in UGI in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's UGI position peaked at $6.49K in Q4 2022.
  • 523 funds tracked by Wall St. Rank held UGI as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.