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Peterson Financial Group’s UGI UGI Stock Holding History

Peterson Financial 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
2024
Q3 		$2.42K Buy
+97
New +$2.34K 0.01% 359

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Peterson Financial Group's UGI Position: Q3 2024 in Review

Peterson Financial Group opened a new position in UGI (UGI) in Q3 2024: 97 shares worth $2.42K. The stake represents 0.01% of the portfolio and ranks #359 among its holdings.

475 funds tracked by Wall St. Rank hold UGI as of Q3 2024.

  • Peterson Financial Group held 97 shares of UGI worth $2.42K as of Q3 2024.
  • UGI was a new Peterson Financial Group position in Q3 2024.
  • UGI made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #359 holding.
  • 475 funds tracked by Wall St. Rank held UGI as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.