SEI Investments’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.14M | Buy |
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|
2025
Q1 | $4.76M | Buy |
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|
2024
Q4 | $3.74M | Sell |
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|
2024
Q3 | $3.37M | Buy |
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|
2024
Q2 | $2.92M | Sell |
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|
2024
Q1 | $3.93M | Sell |
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|
2023
Q4 | $4.45M | Sell |
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|
2023
Q3 | $5.61M | Buy |
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|
2023
Q2 | $5.75M | Buy |
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|
2023
Q1 | $6.31M | Buy |
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|
2022
Q4 | $5.73M | Buy |
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|
2022
Q3 | $3.89M | Buy |
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|
2022
Q2 | $2.66M | Sell |
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|
2022
Q1 | $2.67M | Buy |
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|
2021
Q4 | $2.88M | Buy |
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|
2021
Q3 | $1.95M | Buy |
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|
2021
Q2 | $1.72M | Sell |
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|
2021
Q1 | $1.62M | Sell |
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|
2020
Q4 | $1.53M | Sell |
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|
2020
Q3 | $1.54M | Sell |
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|
2020
Q2 | $2.2M | Sell |
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|
2020
Q1 | $2.17M | Sell |
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|
2019
Q4 | $5.03M | Buy |
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|
2019
Q3 | $3.9M | Buy |
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|
2019
Q2 | $3.87M | Sell |
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|
2019
Q1 | $4.63M | Sell |
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|
2018
Q4 | $4.46M | Buy |
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|
2018
Q3 | $4.35M | Sell |
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|
2018
Q2 | $4.3M | Buy |
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|
2018
Q1 | $3.46M | Sell |
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|
2017
Q4 | $3.71M | Sell |
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|
2017
Q3 | $3.79M | Buy |
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|
2017
Q2 | $3.41M | Buy |
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|
2017
Q1 | $3.1M | Buy |
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|
2016
Q4 | $2.89M | Sell |
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|
2016
Q3 | $3.35M | Buy |
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|
2016
Q2 | $3.29M | Sell |
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|
2016
Q1 | $4.12M | Sell |
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|
2015
Q4 | $3.46M | Buy |
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|
2015
Q3 | $147K | Buy |
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|
2015
Q2 | $111K | Sell |
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|
2015
Q1 | $200K | Sell |
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|
2014
Q4 | $252K | Buy |
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