Stone House Investment Management’s UGI UGI Stock Holding History

Stone House Investment Management’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	$203K	Buy	5,586 +28	+0.5%	+$1.05K	0.04%	76
2025 Q4	$208K	Buy	5,558 +4,806	+639%	+$170K	0.03%	76
2025 Q3	$25K	Buy	752 +81	+12%	+$2.83K	﹤0.01%	208
2025 Q2	$24.4K	Buy	671 +14	+2%	+$482	﹤0.01%	201
2025 Q1	$21.7K	Buy	+657	New	+$20.8K	﹤0.01%	203
2024 Q4	–	Sell	-708	Closed	-$17.7K	–	333
2024 Q3	$17.7K	Hold	708	–	–	﹤0.01%	186
2024 Q2	$16.2K	Hold	708	–	–	﹤0.01%	194
2024 Q1	$17.4K	Hold	708	–	–	﹤0.01%	199
2023 Q4	$17.4K	Hold	708	–	–	0.01%	128
2023 Q3	$16.3K	Hold	708	–	–	0.01%	129
2023 Q2	$19.1K	Hold	708	–	–	0.01%	122
2023 Q1	$24.6K	Buy	+708	New	+$26.8K	0.01%	115
2019 Q2	–	Sell	-705	Closed	-$39K	–	193
2019 Q1	$39K	Buy	+705	New	+$38.6K	0.02%	104

Other funds holding UGI

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

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