Sciencast Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-9,942
| Closed | -$372K | – | 403 |
|
|
2025
Q4 | $372K | Sell |
9,942
-27,945
| -74% | -$990K | 0.05% | 236 |
|
|
2025
Q3 | $1.26M | Sell |
37,887
-4,558
| -11% | -$159K | 0.24% | 145 |
|
|
2025
Q2 | $1.55M | Sell |
42,445
-17,806
| -30% | -$612K | 0.32% | 124 |
|
|
2025
Q1 | $1.99M | Buy |
+60,251
| New | +$1.91M | 0.46% | 104 |
|
|
2024
Q3 | – | Sell |
-48,018
| Closed | -$1.1M | – | 358 |
|
|
2024
Q2 | $1.1M | Buy |
+48,018
| New | +$1.16M | 0.38% | 117 |
|
|
2024
Q1 | – | Sell |
-31,282
| Closed | -$770K | – | 328 |
|
|
2023
Q4 | $770K | Buy |
+31,282
| New | +$690K | 0.42% | 101 |
|
|
2022
Q2 | $1.38M | Buy |
+31,675
| New | +$1.23M | 0.31% | 108 |
|
|
2022
Q1 | – | Sell |
-6,888
| Closed | -$319K | – | 769 |
|
|
2021
Q4 | $319K | Buy |
+6,888
| New | +$306K | 0.06% | 371 |
|
|
2021
Q1 | – | Sell |
-7,400
| Closed | -$269K | – | 675 |
|
|
2020
Q4 | $269K | Buy |
+7,400
| New | +$259K | 0.06% | 373 |
|
|
2020
Q3 | – | Sell |
-22,009
| Closed | -$686K | – | 557 |
|
|
2020
Q2 | $686K | Buy |
+22,009
| New | +$668K | 0.17% | 202 |
|
|
2020
Q1 | – | Sell |
-30,412
| Closed | -$1.34M | – | 572 |
|
|
2019
Q4 | $1.34M | Buy |
30,412
+24,512
| +415% | +$1.12M | 0.36% | 75 |
|
|
2019
Q3 | $291K | Buy |
+5,900
| New | +$295K | 0.1% | 290 |
|
|
2019
Q2 | – | Sell |
-17,800
| Closed | -$948K | – | 473 |
|
|
2019
Q1 | $948K | Buy |
+17,800
| New | +$974K | 0.34% | 98 |
|
|
2018
Q1 | – | Sell |
-10,489
| Closed | -$486K | – | 454 |
|
|
2017
Q4 | $486K | Sell |
10,489
-2,938
| -22% | -$140K | 0.26% | 151 |
|
|
2017
Q3 | $640K | Buy |
13,427
+1,336
| +11% | +$65.2K | 0.36% | 105 |
|
|
2017
Q2 | $585K | Buy |
12,091
+3,967
| +49% | +$197K | 0.33% | 111 |
|
|
2017
Q1 | $401 | Buy |
+8,124
| New | +$386K | 0.22% | 167 |
|
|
2016
Q3 | – | Sell |
-10,200
| Closed | -$462K | – | 255 |
|
|
2016
Q2 | $462K | Buy |
10,200
+4,800
| +89% | +$202K | 0.2% | 160 |
|
|
2016
Q1 | $218K | Buy |
+5,400
| New | +$196K | 0.17% | 178 |
|
Other funds holding UGI
VPM
VCM
SCM
