Sterling 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 | $838K | Sell |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $354K | Sell |
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|
2024
Q3 | $539K | Buy |
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|
2019
Q3 | $1.25M | Hold |
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|
2019
Q2 | $1.33M | Hold |
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|
2019
Q1 | $1.38M | Hold |
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|
2018
Q4 | $1.33M | Buy |
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|
2018
Q3 | $1.26M | Hold |
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|
2018
Q2 | $1.18M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $359K | Buy |
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|
2013
Q2 | $317K | Buy |
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