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Monument Capital Management’s UGI UGI Stock Holding History

Monument Capital 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
Q2 		– Sell
-57,213
Closed -$1.99M – 174
2023
Q1 		$1.99M Sell
57,213
-33
-0.1% -$1.25K 0.67% 48
2022
Q4 		$2.12M Buy
57,246
+7,782
+16% +$281K 0.73% 44
2022
Q3 		$1.6M Buy
49,464
+6,949
+16% +$274K 0.6% 53
2022
Q2 		$1.64M Buy
+42,515
New +$1.65M 0.62% 52

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Monument Capital Management's UGI Position: Q2 2023 in Review

Monument Capital Management sold out of UGI (UGI) in Q2 2023, closing a stake of 57,213 shares — an estimated $1.99M sold.

Monument Capital Management first reported a position in UGI in Q2 2022 and held it in 4 quarters. The position peaked at $2.12M in Q4 2022. 486 funds tracked by Wall St. Rank hold UGI as of Q2 2023.

  • Monument Capital Management reported no remaining UGI position as of Q2 2023 after selling out during the quarter.
  • Monument Capital Management sold 57,213 UGI shares in Q2 2023, an estimated $1.99M.
  • Monument Capital Management first reported a position in UGI in Q2 2022 and held it in 4 quarters.
  • Monument Capital Management's UGI position peaked at $2.12M in Q4 2022.
  • 486 funds tracked by Wall St. Rank held UGI as of Q2 2023.

Based on Monument Capital Management's 13F filing for Q2 2023, filed 18 Jul 2023.