Sasco Capital’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-48,690
| Closed | -$1.22M | – | 38 |
|
|
2024
Q3 | $1.22M | Buy |
48,690
+130
| +0.3% | +$3.25K | 0.18% | 43 |
|
|
2024
Q2 | $1.11M | Hold |
48,560
| – | – | 0.16% | 41 |
|
|
2024
Q1 | $1.19M | Buy |
48,560
+47,630
| +5,122% | +$1.17M | 0.16% | 41 |
|
|
2023
Q4 | $22.9K | Buy |
+930
| New | +$22.9K | ﹤0.01% | 54 |
|