Schroder Investment Management Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $5.43M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Sell |
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|
2021
Q4 | $408K | Buy |
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|
2021
Q3 | $370K | Hold |
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|
2021
Q2 | $401K | Buy |
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|
2021
Q1 | $91K | Sell |
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|
2020
Q4 | $264K | Sell |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $343K | Buy |
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|
2020
Q1 | $44K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $6.49M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.81M | Sell |
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|
2017
Q3 | $13M | Sell |
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|
2017
Q2 | $14.2M | Buy |
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|
2017
Q1 | $297K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.08M | Sell |
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|
2016
Q1 | $1.36M | Sell |
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|
2015
Q4 | $5.96M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $131K | Buy |
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|
2014
Q3 | $46K | Buy |
|
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|
2014
Q1 | – | Sell |
|
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|
2013
Q4 | $33.2K | Sell |
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|
2013
Q3 | $1.56M | Buy |
|
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|
2013
Q2 | $536K | Buy |
|