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Mountain Hill Investment Partners’s UGI UGI Stock Holding History

Mountain Hill Investment Partners’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
2025
Q1 		– Sell
-4,000
Closed -$113K – 189
2024
Q4 		$113K Buy
+4,000
New +$104K 0.12% 45

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State Street
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Mountain Hill Investment Partners's UGI Position: Q1 2025 in Review

Mountain Hill Investment Partners sold out of UGI (UGI) in Q1 2025, closing a stake of 4,000 shares — an estimated $113K sold.

Mountain Hill Investment Partners first reported a position in UGI in Q4 2024 and held it in 1 quarter. The position peaked at $113K in Q4 2024. 563 funds tracked by Wall St. Rank hold UGI as of Q1 2025.

  • Mountain Hill Investment Partners reported no remaining UGI position as of Q1 2025 after selling out during the quarter.
  • Mountain Hill Investment Partners sold 4,000 UGI shares in Q1 2025, an estimated $113K.
  • Mountain Hill Investment Partners first reported a position in UGI in Q4 2024 and held it in 1 quarter.
  • Mountain Hill Investment Partners's UGI position peaked at $113K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held UGI as of Q1 2025.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2025, filed 2 May 2025.