Teza Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+5,984
| New | +$218K | 0.16% | 255 |
|
|
2024
Q4 | – | Sell |
-57,898
| Closed | -$1.45M | – | 717 |
|
|
2024
Q3 | $1.45M | Buy |
+57,898
| New | +$1.45M | 0.16% | 188 |
|
|
2024
Q2 | – | Sell |
-34,560
| Closed | -$848K | – | 771 |
|
|
2024
Q1 | $848K | Buy |
34,560
+13,492
| +64% | +$331K | 0.11% | 235 |
|
|
2023
Q4 | $518K | Sell |
21,068
-9,512
| -31% | -$234K | 0.09% | 288 |
|
|
2023
Q3 | $703K | Buy |
30,580
+16,386
| +115% | +$377K | 0.11% | 253 |
|
|
2023
Q2 | $383K | Buy |
14,194
+6,205
| +78% | +$167K | 0.06% | 344 |
|
|
2023
Q1 | $278K | Buy |
+7,989
| New | +$278K | 0.06% | 400 |
|
|
2022
Q3 | – | Sell |
-15,094
| Closed | -$583K | – | 639 |
|
|
2022
Q2 | $583K | Buy |
+15,094
| New | +$583K | 0.22% | 163 |
|
|
2022
Q1 | – | Sell |
-20,590
| Closed | -$945K | – | 546 |
|
|
2021
Q4 | $945K | Buy |
+20,590
| New | +$945K | 0.25% | 125 |
|
|
2021
Q3 | – | Sell |
-5,071
| Closed | -$235K | – | 598 |
|
|
2021
Q2 | $235K | Buy |
+5,071
| New | +$235K | 0.04% | 491 |
|
|
2020
Q4 | – | Sell |
-16,761
| Closed | -$553K | – | 439 |
|
|
2020
Q3 | $553K | Buy |
+16,761
| New | +$553K | 0.32% | 88 |
|
|
2018
Q3 | – | Sell |
-20,466
| Closed | -$1.07M | – | 555 |
|
|
2018
Q2 | $1.07M | Sell |
20,466
-2,274
| -10% | -$118K | 0.16% | 195 |
|
|
2018
Q1 | $1.01M | Buy |
22,740
+5,740
| +34% | +$255K | 0.24% | 158 |
|
|
2017
Q4 | $798K | Buy |
+17,000
| New | +$798K | 0.48% | 73 |
|