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Sugarloaf Wealth Management’s UGI UGI Stock Holding History

Sugarloaf Wealth 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
2023
Q2 		– Sell
-26
Closed -$904 – 716
2023
Q1 		$904 Hold
26
– – ﹤0.01% 643
2022
Q4 		$964 Buy
+26
New +$940 ﹤0.01% 709

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Sugarloaf Wealth Management's UGI Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of UGI (UGI) in Q2 2023, closing a stake of 26 shares — an estimated $904 sold.

Sugarloaf Wealth Management first reported a position in UGI in Q4 2022 and held it in 2 quarters. The position peaked at $964 in Q4 2022. 484 funds tracked by Wall St. Rank hold UGI as of Q2 2023.

  • Sugarloaf Wealth Management reported no remaining UGI position as of Q2 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 26 UGI shares in Q2 2023, an estimated $904.
  • Sugarloaf Wealth Management first reported a position in UGI in Q4 2022 and held it in 2 quarters.
  • Sugarloaf Wealth Management's UGI position peaked at $964 in Q4 2022.
  • 484 funds tracked by Wall St. Rank held UGI as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.