Sandy Spring Bank’s UGI Corporation UGIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$29.1K | – | 1347 |
|
|
2024
Q1 | $29.1K | Hold |
500
| – | – | ﹤0.01% | 682 |
|
|
2023
Q4 | $29.5K | Hold |
500
| – | – | ﹤0.01% | 657 |
|
|
2023
Q3 | $28.6K | Hold |
500
| – | – | ﹤0.01% | 649 |
|
|
2023
Q2 | $33.2K | Hold |
500
| – | – | ﹤0.01% | 623 |
|
|
2023
Q1 | $39.8K | Hold |
500
| – | – | ﹤0.01% | 573 |
|
|
2022
Q4 | $43.2K | Hold |
500
| – | – | ﹤0.01% | 556 |
|
|
2022
Q3 | $40K | Hold |
500
| – | – | ﹤0.01% | 549 |
|
|
2022
Q2 | $46K | Buy |
+500
| New | +$46.9K | ﹤0.01% | 533 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$52K | – | 1252 |
|
|
2021
Q4 | $52K | Hold |
500
| – | – | ﹤0.01% | 563 |
|
|
2021
Q3 | $50K | Hold |
500
| – | – | ﹤0.01% | 555 |
|
|
2021
Q2 | $53K | Buy |
+500
| New | +$53.2K | ﹤0.01% | 556 |
|
Sandy Spring Bank's UGIC Position: Q2 2024 in Review
Sandy Spring Bank sold out of UGI Corporation (UGIC) in Q2 2024, closing a stake of 500 shares — an estimated $29.1K sold.
Sandy Spring Bank first reported a position in UGIC in Q2 2021 and held it in 11 quarters. The position peaked at $53K in Q2 2021. 0 funds tracked by Wall St. Rank hold UGIC as of Q2 2024.
- Sandy Spring Bank reported no remaining UGI Corporation position as of Q2 2024 after selling out during the quarter.
- Sandy Spring Bank sold 500 UGI Corporation shares in Q2 2024, an estimated $29.1K.
- Sandy Spring Bank first reported a position in UGI Corporation in Q2 2021 and held it in 11 quarters.
- Sandy Spring Bank's UGI Corporation position peaked at $53K in Q2 2021.
- 0 funds tracked by Wall St. Rank held UGI Corporation as of Q2 2024.
Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.