SIR Capital Management’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 | $21.6M | Sell |
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|
2025
Q1 | $27M | Buy |
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|
2024
Q4 | $20.6M | Buy |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $4.94M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $21.1M | Sell |
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|
2023
Q3 | $20M | Buy |
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|
2023
Q2 | $3.77M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $7.07M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $561K | Buy |
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|
2019
Q1 | $316K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $6.75M | Buy |
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|
2013
Q4 | $2.51M | Buy |
|