Torren Management
UGI icon

Torren Management’s UGI UGI Stock Holding History

Torren 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
2026
Q3 		$467 Hold
13
– – ﹤0.01% 859
2026
Q2 		$452 Hold
13
– – ﹤0.01% 876
2026
Q1 		$477 Sell
13
-1,730
-99% -$65.1K ﹤0.01% 887
2025
Q4 		$65.3K Buy
+1,743
New +$61.7K 0.03% 246

Other funds holding UGI

LSV Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Torren Management's UGI Position: Q3 2026 in Review

Torren Management held its UGI (UGI) position steady in Q3 2026 at 13 shares worth $467. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Torren Management first reported a position in UGI in Q4 2025 and has held it in 4 quarters since. The position peaked at $65.3K in Q4 2025. 318 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Torren Management held 13 shares of UGI worth $467 as of Q3 2026.
  • Torren Management left its UGI share count unchanged in Q3 2026.
  • UGI made up ﹤0.01% of Torren Management's portfolio in Q3 2026, its #859 holding.
  • Torren Management first reported a position in UGI in Q4 2025 and has held it in 4 quarters since.
  • Torren Management's UGI position peaked at $65.3K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Torren Management's 13F filing for Q3 2026, filed 29 Oct 2026.