Strategic Blueprint’s UGI UGI Stock Holding History

Strategic Blueprint’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
2021 Q3	–	Sell	-32	Closed	-$1K	–	1264
2021 Q2	$1K	Buy	+32	New	+$1.44K	﹤0.01%	1371

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Blueprint's UGI Position: Q3 2021 in Review

Strategic Blueprint sold out of UGI (UGI) in Q3 2021, closing a stake of 32 shares — an estimated $1K sold.

Strategic Blueprint first reported a position in UGI in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 511 funds tracked by Wall St. Rank hold UGI as of Q3 2021.

Strategic Blueprint reported no remaining UGI position as of Q3 2021 after selling out during the quarter.
Strategic Blueprint sold 32 UGI shares in Q3 2021, an estimated $1K.
Strategic Blueprint first reported a position in UGI in Q2 2021 and held it in 1 quarter.
Strategic Blueprint's UGI position peaked at $1K in Q2 2021.
511 funds tracked by Wall St. Rank held UGI as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.