Neuberger Berman Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119M | Buy |
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|
2025
Q1 | $98.8M | Buy |
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|
2024
Q4 | $44M | Buy |
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|
2024
Q3 | $734K | Buy |
|
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|
2024
Q2 | $663K | Buy |
|
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|
2024
Q1 | $370K | Sell |
|
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|
2023
Q4 | $434K | Sell |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $369K | Sell |
|
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|
2022
Q4 | $502K | Sell |
|
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.96M | Buy |
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|
2022
Q1 | $1.74M | Sell |
|
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|
2021
Q4 | $2.22M | Buy |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $2M | Buy |
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|
2021
Q1 | $916K | Buy |
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|
2020
Q4 | $464K | Buy |
|
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|
2020
Q3 | $260K | Sell |
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|
2020
Q2 | $321K | Sell |
|
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|
2020
Q1 | $604K | Sell |
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|
2019
Q4 | $5.2M | Sell |
|
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|
2019
Q3 | $7.3M | Buy |
|
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|
2019
Q2 | $4.97M | Buy |
|
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|
2019
Q1 | $2.94M | Sell |
|
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|
2018
Q4 | $5.41M | Buy |
|
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|
2018
Q3 | $5.43M | Sell |
|
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|
2018
Q2 | $5.21M | Buy |
|
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|
2018
Q1 | $2.75M | Buy |
|
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|
2017
Q4 | $799K | Sell |
|
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|
2017
Q3 | $1.01M | Sell |
|
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|
2017
Q2 | $1.05M | Buy |
|
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|
2017
Q1 | $950K | Sell |
|
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|
2016
Q4 | $941K | Sell |
|
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|
2016
Q3 | $981K | Buy |
|
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|
2016
Q2 | $753K | Buy |
|
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|
2016
Q1 | $661K | Sell |
|
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|
2015
Q4 | $642K | Buy |
|
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|
2015
Q3 | $638K | Sell |
|
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|
2015
Q2 | $793K | Sell |
|
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|
2015
Q1 | $1.46M | Sell |
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|
2014
Q4 | $2.93M | Sell |
|
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|
2014
Q3 | $3.59M | Buy |
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|
2014
Q2 | $3.27M | Buy |
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|
2014
Q1 | $2.87M | Buy |
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|
2013
Q4 | $1.43M | Sell |
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|
2013
Q3 | $1.45M | Buy |
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|
2013
Q2 | $904K | Buy |
|