TWC
UGI icon

TD Waterhouse Canada’s UGI UGI Stock Holding History

TD Waterhouse Canada’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
2026
Q1 		– Sell
-12
Closed -$449 – 2396
2025
Q4 		$449 Buy
+12
New +$425 ﹤0.01% 1914
2025
Q3 		– Sell
-318
Closed -$11.1K – 2151
2025
Q2 		$11.1K Buy
+318
New +$10.9K ﹤0.01% 1433
2023
Q3 		– Sell
-48
Closed -$1.31K – 1801
2023
Q2 		$1.31K Hold
48
– – ﹤0.01% 1584
2023
Q1 		$1.64K Hold
48
– – ﹤0.01% 1539
2022
Q4 		$1.83K Hold
48
– – ﹤0.01% 1492
2022
Q3 		$1.6K Hold
48
– – ﹤0.01% 1527
2022
Q2 		$1.91K Hold
48
– – ﹤0.01% 1544
2022
Q1 		$1.76K Buy
48
+13
+37% +$520 ﹤0.01% 1613
2021
Q4 		$1.6K Buy
+35
New +$1.56K ﹤0.01% 1614

Other funds holding UGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return