Nemes Rush Group
UGI icon

Nemes Rush Group’s UGI UGI Stock Holding History

Nemes Rush Group’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
2026
Q3 		$8.52K Hold
239
– – ﹤0.01% 581
2026
Q2 		$8.26K Buy
239
+200
+513% +$7.07K ﹤0.01% 597
2026
Q1 		$1.42K Hold
39
– – ﹤0.01% 782
2025
Q4 		$1.46K Buy
+39
New +$1.38K ﹤0.01% 764

Other funds holding UGI

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Nemes Rush Group's UGI Position: Q3 2026 in Review

Nemes Rush Group held its UGI (UGI) position steady in Q3 2026 at 239 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Nemes Rush Group first reported a position in UGI in Q4 2025 and has held it in 4 quarters since. 340 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Nemes Rush Group held 239 shares of UGI worth $8.52K as of Q3 2026.
  • Nemes Rush Group left its UGI share count unchanged in Q3 2026.
  • UGI made up ﹤0.01% of Nemes Rush Group's portfolio in Q3 2026, its #581 holding.
  • Nemes Rush Group first reported a position in UGI in Q4 2025 and has held it in 4 quarters since.
  • 340 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Nemes Rush Group's 13F filing for Q3 2026, filed 4 Nov 2026.