MFWM
UGI icon

Motley Fool Wealth Management’s UGI UGI Stock Holding History

Motley Fool 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
2020
Q2 		– Sell
-9,659
Closed -$258K – 129
2020
Q1 		$258K Buy
+9,659
New +$366K 0.02% 122
2019
Q3 		– Sell
-3,928
Closed -$210K – 134
2019
Q2 		$210K Buy
3,928
+68
+2% +$3.62K 0.01% 131
2019
Q1 		$214K Buy
+3,860
New +$211K 0.01% 129
2018
Q4 		– Sell
-3,692
Closed -$205K – 133
2018
Q3 		$205K Buy
+3,692
New +$199K 0.01% 132
2017
Q3 		– Sell
-4,140
Closed -$200K – 150
2017
Q2 		$200K Buy
+4,140
New +$206K 0.02% 145

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return