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Plante Moran Financial Advisors’s UGI UGI Stock Holding History

Plante Moran Financial Advisors’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
2025
Q4 		– Sell
-35
Closed -$1.16K – 895
2025
Q3 		$1.16K Hold
35
– – ﹤0.01% 696
2025
Q2 		$1.27K Buy
+35
New +$1.2K ﹤0.01% 690
2021
Q3 		– Hold
0
– – – 1023
2021
Q2 		– Hold
0
– – – 1110
2018
Q2 		– Sell
-118
Closed -$5K – 972
2018
Q1 		$5K Hold
118
– – ﹤0.01% 735
2017
Q4 		$6K Hold
118
– – ﹤0.01% 690
2017
Q3 		$6K Hold
118
– – ﹤0.01% 636
2017
Q2 		$6K Hold
118
– – ﹤0.01% 650
2017
Q1 		$6K Buy
+118
New +$5.61K ﹤0.01% 684
2016
Q2 		– Sell
-39
Closed -$2K – 940
2016
Q1 		$2K Buy
+39
New +$1.41K ﹤0.01% 755
2014
Q3 		– Sell
-156
Closed -$5K – 854
2014
Q2 		$5K Hold
156
– – ﹤0.01% 671
2014
Q1 		$5K Hold
156
– – 0.01% 477
2013
Q4 		$4K Hold
156
– – ﹤0.01% 566
2013
Q3 		$4K Hold
156
– – ﹤0.01% 500
2013
Q2 		$4K Buy
+156
New +$4.11K ﹤0.01% 481

Other funds holding UGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return