Sutton Wealth Advisors’s UGI UGI Stock Holding History

Sutton Wealth Advisors’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 Q3	$1.93K	Buy	+84	New	+$2.08K	﹤0.01%	729
2023 Q1	–	Sell	-11	Closed	-$408	–	1527
2022 Q4	$408	Hold	11	–	–	﹤0.01%	1525
2022 Q3	$356	Hold	11	–	–	﹤0.01%	1510
2022 Q2	$425	Buy	11 +6	+120%	+$233	﹤0.01%	1492
2022 Q1	$181	Sell	5 -16	-76%	-$640	﹤0.01%	1580
2021 Q4	$964	Buy	+21	New	+$934	﹤0.01%	1336

Other funds holding UGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Sutton Wealth Advisors's UGI Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in UGI (UGI) in Q3 2023: 84 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings. This is a return to the name: Sutton Wealth Advisors previously reported a position in UGI as recently as Q4 2022.

Sutton Wealth Advisors first reported a position in UGI in Q4 2021 and has held it in 6 quarters since. 443 funds tracked by Wall St. Rank hold UGI as of Q3 2023.

Sutton Wealth Advisors held 84 shares of UGI worth $1.93K as of Q3 2023.
UGI was a new Sutton Wealth Advisors position in Q3 2023.
UGI made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #729 holding.
Sutton Wealth Advisors first reported a position in UGI in Q4 2021 and has held it in 6 quarters since.
443 funds tracked by Wall St. Rank held UGI as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.