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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Motley Fool Wealth Management's UGI Position: Q2 2020 in Review

Motley Fool Wealth Management sold out of UGI (UGI) in Q2 2020, closing a stake of 9,659 shares — an estimated $258K sold.

Motley Fool Wealth Management first reported a position in UGI in Q2 2017 and held it in 5 quarters. The position peaked at $258K in Q1 2020. 437 funds tracked by Wall St. Rank hold UGI as of Q2 2020.

Motley Fool Wealth Management reported no remaining UGI position as of Q2 2020 after selling out during the quarter.
Motley Fool Wealth Management sold 9,659 UGI shares in Q2 2020, an estimated $258K.
Motley Fool Wealth Management first reported a position in UGI in Q2 2017 and held it in 5 quarters.
Motley Fool Wealth Management's UGI position peaked at $258K in Q1 2020.
437 funds tracked by Wall St. Rank held UGI as of Q2 2020.

Based on Motley Fool Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.