PSUF
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People's United Financial’s UGI UGI Stock Holding History

People's United Financial’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
2019
Q2 		– Sell
-5,982
Closed -$332K – 796
2019
Q1 		$332K Buy
5,982
+100
+2% +$5.47K 0.01% 598
2018
Q4 		$314K Buy
5,882
+599
+11% +$33.3K 0.01% 600
2018
Q3 		$294K Buy
+5,283
New +$285K 0.01% 612
2017
Q3 		– Sell
-1,600
Closed -$77K – 902
2017
Q2 		$77K Sell
1,600
-200
-11% -$9.94K ﹤0.01% 697
2017
Q1 		$89K Hold
1,800
– – ﹤0.01% 671
2016
Q4 		$83K Hold
1,800
– – ﹤0.01% 654
2016
Q3 		$81K Sell
1,800
-300
-14% -$13.7K ﹤0.01% 514
2016
Q2 		$95K Hold
2,100
– – 0.01% 479
2016
Q1 		$85K Hold
2,100
– – ﹤0.01% 501
2015
Q4 		$71K Hold
2,100
– – ﹤0.01% 535
2015
Q3 		$73K Hold
2,100
– – ﹤0.01% 519
2015
Q2 		$72K Hold
2,100
– – ﹤0.01% 530
2015
Q1 		$68K Hold
2,100
– – ﹤0.01% 528
2014
Q4 		$80K Hold
2,100
– – ﹤0.01% 507
2014
Q3 		$72K Hold
2,100
– – ﹤0.01% 520
2014
Q2 		$71K Hold
2,100
– – ﹤0.01% 528
2014
Q1 		$64K Hold
2,100
– – ﹤0.01% 502
2013
Q4 		$58K Hold
2,100
– – ﹤0.01% 507
2013
Q3 		$55K Hold
2,100
– – ﹤0.01% 503
2013
Q2 		$55K Buy
+2,100
New +$55.3K ﹤0.01% 484

Other funds holding UGI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return