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REAP Financial Group’s UGI UGI Stock Holding History

REAP 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
2025
Q1 		– Sell
-1
Closed -$14 – 693
2024
Q4 		$14 Buy
+1
New +$26 ﹤0.01% 659

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
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

REAP Financial Group's UGI Position: Q1 2025 in Review

REAP Financial Group sold out of UGI (UGI) in Q1 2025, closing a stake of 1 share — an estimated $14 sold.

REAP Financial Group first reported a position in UGI in Q4 2024 and held it in 1 quarter. The position peaked at $14 in Q4 2024. 564 funds tracked by Wall St. Rank hold UGI as of Q1 2025.

  • REAP Financial Group reported no remaining UGI position as of Q1 2025 after selling out during the quarter.
  • REAP Financial Group sold 1 UGI share in Q1 2025, an estimated $14.
  • REAP Financial Group first reported a position in UGI in Q4 2024 and held it in 1 quarter.
  • REAP Financial Group's UGI position peaked at $14 in Q4 2024.
  • 564 funds tracked by Wall St. Rank held UGI as of Q1 2025.

Based on REAP Financial Group's 13F filing for Q1 2025, filed 14 May 2025.