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Synovus Financial’s UGI UGI Stock Holding History

Synovus Financial’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
2020
Q2 		– Sell
-638
Closed -$17K – 2126
2020
Q1 		$17K Buy
+638
New +$24.2K ﹤0.01% 1424
2017
Q2 		– Sell
-97
Closed -$5K – 1100
2017
Q1 		$5K Hold
97
– – ﹤0.01% 1019
2016
Q4 		$4K Hold
97
– – ﹤0.01% 995
2016
Q3 		$4K Hold
97
– – ﹤0.01% 960
2016
Q2 		$4K Hold
97
– – ﹤0.01% 928
2016
Q1 		$4K Hold
97
– – ﹤0.01% 929
2015
Q4 		$3K Hold
97
– – ﹤0.01% 948
2015
Q3 		$3K Hold
97
– – ﹤0.01% 909
2015
Q2 		$3K Hold
97
– – ﹤0.01% 930
2015
Q1 		$3K Sell
97
-220
-69% -$7.71K ﹤0.01% 976
2014
Q4 		$12K Buy
317
+220
+227% +$8.11K ﹤0.01% 842
2014
Q3 		$3K Sell
97
-241
-71% -$8.2K ﹤0.01% 928
2014
Q2 		$11K Hold
338
– – ﹤0.01% 787
2014
Q1 		$10K Hold
338
– – ﹤0.01% 808
2013
Q4 		$10K Hold
338
– – ﹤0.01% 761
2013
Q3 		$9K Buy
+338
New +$9.06K ﹤0.01% 752

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return