Tyler-Stone Wealth Management’s UGI UGI Stock Holding History

Tyler-Stone Wealth 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
2023 Q4	–	Sell	-63	Closed	-$1K	–	987
2023 Q3	$1K	Hold	63	–	–	﹤0.01%	892
2023 Q2	$2K	Buy	+63	New	+$1.91K	﹤0.01%	820
2022 Q4	$2K	Hold	63	–	–	﹤0.01%	771
2022 Q3	$2K	Hold	63	–	–	﹤0.01%	768
2022 Q2	$2K	Hold	63	–	–	﹤0.01%	779
2022 Q1	$2K	Hold	63	–	–	﹤0.01%	759
2021 Q4	$3K	Buy	+63	New	+$2.8K	﹤0.01%	774

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tyler-Stone Wealth Management's UGI Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of UGI (UGI) in Q4 2023, closing a stake of 63 shares — an estimated $1K sold.

Tyler-Stone Wealth Management first reported a position in UGI in Q4 2021 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 444 funds tracked by Wall St. Rank hold UGI as of Q4 2023.

Tyler-Stone Wealth Management reported no remaining UGI position as of Q4 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 63 UGI shares in Q4 2023, an estimated $1K.
Tyler-Stone Wealth Management first reported a position in UGI in Q4 2021 and held it in 7 quarters.
Tyler-Stone Wealth Management's UGI position peaked at $3K in Q4 2021.
444 funds tracked by Wall St. Rank held UGI as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.