TD Ameritrade Investment Management’s UGI UGI Stock Holding History

TD Ameritrade Investment 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
2021 Q4	–	Sell	-233	Closed	-$8K	–	718
2021 Q3	$8K	Buy	233 +9	+4%	+$411	﹤0.01%	474
2021 Q2	$10K	Sell	224 -9	-4%	-$405	﹤0.01%	466
2021 Q1	$8K	Hold	233	–	–	﹤0.01%	498
2020 Q4	$8K	Hold	233	–	–	﹤0.01%	498
2020 Q3	$8K	Hold	233	–	–	﹤0.01%	474
2020 Q2	$7K	Sell	233 -6	-3%	-$182	﹤0.01%	476
2020 Q1	$6K	Buy	239 +40	+20%	+$1.51K	﹤0.01%	477
2019 Q4	$9K	Sell	199 -4	-2%	-$183	﹤0.01%	481
2019 Q3	$10K	Buy	203 +9	+5%	+$450	﹤0.01%	435
2019 Q2	$10K	Sell	194 -10	-5%	-$532	﹤0.01%	400
2019 Q1	$11K	Buy	204 +9	+5%	+$492	﹤0.01%	339
2018 Q4	$10K	Buy	195 +93	+91%	+$5.17K	﹤0.01%	358
2018 Q3	$6K	Buy	+102	New	+$5.5K	﹤0.01%	384

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

SCM

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

TD Ameritrade Investment Management's UGI Position: Q4 2021 in Review

TD Ameritrade Investment Management sold out of UGI (UGI) in Q4 2021, closing a stake of 233 shares — an estimated $8K sold.

TD Ameritrade Investment Management first reported a position in UGI in Q3 2018 and held it in 13 quarters. The position peaked at $11K in Q1 2019. 563 funds tracked by Wall St. Rank hold UGI as of Q4 2021.

TD Ameritrade Investment Management reported no remaining UGI position as of Q4 2021 after selling out during the quarter.
TD Ameritrade Investment Management sold 233 UGI shares in Q4 2021, an estimated $8K.
TD Ameritrade Investment Management first reported a position in UGI in Q3 2018 and held it in 13 quarters.
TD Ameritrade Investment Management's UGI position peaked at $11K in Q1 2019.
563 funds tracked by Wall St. Rank held UGI as of Q4 2021.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.