Morgan Stanley’s UGI Corporation UGIC Stock Holding History

Morgan Stanley’s Portfolio UGIC Stock Details UGIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-190	Closed	-$11K	–	8017
2024 Q1	$11K	Sell	190 -430	-69%	-$24.7K	﹤0.01%	6669
2023 Q4	$36.3K	Sell	620 -753	-55%	-$40.6K	﹤0.01%	6470
2023 Q3	$78.7K	Sell	1,373 -1,201	-47%	-$73.8K	﹤0.01%	5988
2023 Q2	$169K	Sell	2,574 -63,048	-96%	-$4.57M	﹤0.01%	5715
2023 Q1	$5.22M	Buy	65,622 +115	+0.2%	+$10K	﹤0.01%	3750
2022 Q4	$5.59M	Buy	65,507 +26,639	+69%	+$2.27M	﹤0.01%	3653
2022 Q3	$3.09M	Sell	38,868 -3,730	-9%	-$346K	﹤0.01%	4088
2022 Q2	$3.88M	Buy	42,598 +954	+2%	+$89.4K	﹤0.01%	3989
2022 Q1	$3.71M	Buy	41,644 +1,244	+3%	+$117K	﹤0.01%	4000
2021 Q4	$4.2M	Buy	+40,400	New	+$4.14M	﹤0.01%	3892

Morgan Stanley's UGIC Position: Q2 2024 in Review

Morgan Stanley sold out of UGI Corporation (UGIC) in Q2 2024, closing a stake of 190 shares — an estimated $11K sold.

Morgan Stanley first reported a position in UGIC in Q4 2021 and held it in 10 quarters. The position peaked at $5.59M in Q4 2022. 0 funds tracked by Wall St. Rank hold UGIC as of Q2 2024.

Morgan Stanley reported no remaining UGI Corporation position as of Q2 2024 after selling out during the quarter.
Morgan Stanley sold 190 UGI Corporation shares in Q2 2024, an estimated $11K.
Morgan Stanley first reported a position in UGI Corporation in Q4 2021 and held it in 10 quarters.
Morgan Stanley's UGI Corporation position peaked at $5.59M in Q4 2022.
0 funds tracked by Wall St. Rank held UGI Corporation as of Q2 2024.

Based on Morgan Stanley's 13F filing for Q2 2024, filed 14 Aug 2024.