Pinnacle Advisory Group’s UGI UGI Stock Holding History

Pinnacle Advisory 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
2021 Q1	$8.52M	Buy	+207,684	New	+$8.03M	0.39%	45

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Advisory Group's UGI Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in UGI (UGI) in Q1 2021: 207,684 shares worth $8.52M. The stake represents 0.39% of the portfolio and ranks #45 among its holdings.

498 funds tracked by Wall St. Rank hold UGI as of Q1 2021.

Pinnacle Advisory Group held 207,684 shares of UGI worth $8.52M as of Q1 2021.
UGI was a new Pinnacle Advisory Group position in Q1 2021.
UGI made up 0.39% of Pinnacle Advisory Group's portfolio in Q1 2021, its #45 holding.
498 funds tracked by Wall St. Rank held UGI as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.