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Plato Investment Management’s UGI UGI Stock Holding History

Plato Investment Management’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
Q1 		– Sell
-700
Closed -$19.8K – 614
2024
Q4 		$19.8K Hold
700
– – ﹤0.01% 531
2024
Q3 		$17.5K Hold
700
– – ﹤0.01% 486
2024
Q2 		$16K Hold
700
– – ﹤0.01% 438
2024
Q1 		$17.2K Hold
700
– – ﹤0.01% 417
2023
Q4 		$17.2K Buy
+700
New +$15.4K 0.02% 326

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 $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Plato Investment Management's UGI Position: Q1 2025 in Review

Plato Investment Management sold out of UGI (UGI) in Q1 2025, closing a stake of 700 shares — an estimated $19.8K sold.

Plato Investment Management first reported a position in UGI in Q4 2023 and held it in 5 quarters. The position peaked at $19.8K in Q4 2024. 565 funds tracked by Wall St. Rank hold UGI as of Q1 2025.

  • Plato Investment Management reported no remaining UGI position as of Q1 2025 after selling out during the quarter.
  • Plato Investment Management sold 700 UGI shares in Q1 2025, an estimated $19.8K.
  • Plato Investment Management first reported a position in UGI in Q4 2023 and held it in 5 quarters.
  • Plato Investment Management's UGI position peaked at $19.8K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held UGI as of Q1 2025.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.