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Sonora Investment Management Group’s UGI UGI Stock Holding History

Sonora Investment Management Group’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
2025
Q3 		– Sell
-6,145
Closed -$224K – 321
2025
Q2 		$224K Sell
6,145
-224
-4% -$7.71K 0.02% 251
2025
Q1 		$211K Buy
+6,369
New +$202K 0.02% 264
2022
Q4 		– Sell
-6,470
Closed -$250K – 278
2022
Q3 		$250K Hold
6,470
– – 0.03% 172
2022
Q2 		$250K Buy
6,470
+65
+1% +$2.52K 0.02% 205
2022
Q1 		$232K Sell
6,405
-335
-5% -$13.4K 0.03% 188
2021
Q4 		$309K Buy
+6,740
New +$300K 0.04% 168

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sonora Investment Management Group's UGI Position: Q3 2025 in Review

Sonora Investment Management Group sold out of UGI (UGI) in Q3 2025, closing a stake of 6,145 shares — an estimated $224K sold.

Sonora Investment Management Group first reported a position in UGI in Q4 2021 and held it in 6 quarters. The position peaked at $309K in Q4 2021. 569 funds tracked by Wall St. Rank hold UGI as of Q3 2025.

  • Sonora Investment Management Group reported no remaining UGI position as of Q3 2025 after selling out during the quarter.
  • Sonora Investment Management Group sold 6,145 UGI shares in Q3 2025, an estimated $224K.
  • Sonora Investment Management Group first reported a position in UGI in Q4 2021 and held it in 6 quarters.
  • Sonora Investment Management Group's UGI position peaked at $309K in Q4 2021.
  • 569 funds tracked by Wall St. Rank held UGI as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.