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PFG Investments’s UGI UGI Stock Holding History

PFG Investments’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
Q1 		$235K Sell
6,449
-2,313
-26% -$87K 0.01% 979
2025
Q4 		$328K Sell
8,762
-1,643
-16% -$58.2K 0.02% 765
2025
Q3 		$346K Sell
10,405
-2,191
-17% -$76.6K 0.02% 706
2025
Q2 		$459K Buy
12,596
+960
+8% +$33K 0.03% 558
2025
Q1 		$385K Buy
11,636
+6
+0.1% +$190 0.02% 602
2024
Q4 		$328K Sell
11,630
-3,060
-21% -$79.4K 0.02% 661
2024
Q3 		$368K Buy
14,690
+7
+0% +$169 0.02% 613
2024
Q2 		$336K Sell
14,683
-4,289
-23% -$104K 0.02% 606
2024
Q1 		$466K Buy
+18,972
New +$456K 0.03% 561

Other funds holding UGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return