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SJS Investment Consulting’s UGI UGI Stock Holding History

SJS Investment Consulting’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.17K Buy
32
+12
+60% +$452 ﹤0.01% 1416
2025
Q4 		$749 Hold
20
– – ﹤0.01% 1392
2025
Q3 		$666 Hold
20
– – ﹤0.01% 1144
2025
Q2 		$729 Sell
20
-9
-31% -$310 ﹤0.01% 978
2025
Q1 		$960 Buy
29
+4
+16% +$127 ﹤0.01% 1014
2024
Q4 		$706 Sell
25
-5
-17% -$130 ﹤0.01% 1124
2024
Q3 		$751 Hold
30
– – ﹤0.01% 1171
2024
Q2 		$687 Buy
30
+8
+36% +$194 ﹤0.01% 1174
2024
Q1 		$540 Buy
22
+1
+5% +$24 ﹤0.01% 1262
2023
Q4 		$517 Sell
21
-2
-9% -$44 ﹤0.01% 1240
2023
Q3 		$529 Sell
23
-3
-12% -$74 ﹤0.01% 1198
2023
Q2 		$702 Buy
26
+4
+18% +$121 ﹤0.01% 1039
2023
Q1 		$765 Sell
22
-9
-29% -$341 ﹤0.01% 999
2022
Q4 		$1.15K Sell
31
-4
-11% -$145 ﹤0.01% 873
2022
Q3 		$1K Buy
+35
New +$1.38K ﹤0.01% 932
2022
Q1 		$0 Buy
+5
New +$200 ﹤0.01% 1342

Other funds holding UGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return