Syverson Strege & Co’s Ultrapar UGP Stock Holding History

Syverson Strege & Co’s Portfolio UGP Stock Details UGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-192	Closed	-$524	–	584
2023 Q1	$524	Buy	+192	New	+$485	﹤0.01%	634

Other funds holding UGP

Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Syverson Strege & Co's UGP Position: Q2 2023 in Review

Syverson Strege & Co sold out of Ultrapar (UGP) in Q2 2023, closing a stake of 192 shares — an estimated $524 sold.

Syverson Strege & Co first reported a position in UGP in Q1 2023 and held it in 1 quarter. The position peaked at $524 in Q1 2023. 88 funds tracked by Wall St. Rank hold UGP as of Q2 2023.

Syverson Strege & Co reported no remaining Ultrapar position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 192 Ultrapar shares in Q2 2023, an estimated $524.
Syverson Strege & Co first reported a position in Ultrapar in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's Ultrapar position peaked at $524 in Q1 2023.
88 funds tracked by Wall St. Rank held Ultrapar as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.