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United Capital Financial Advisors’s Ultrapar UGP Stock Holding History

United Capital Financial Advisors’s Portfolio UGP Stock Details UGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-41,514
Closed -$260K – 1370
2019
Q4 		$260K Buy
+41,514
New +$211K ﹤0.01% 1194
2019
Q3 		– Sell
-16,307
Closed -$85K – 1484
2019
Q2 		$85K Buy
+16,307
New +$88.5K ﹤0.01% 1415

Other funds holding UGP

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AMS Capital Sao Paulo, Brazil $257M AUM 5.33% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

United Capital Financial Advisors's UGP Position: Q1 2020 in Review

United Capital Financial Advisors sold out of Ultrapar (UGP) in Q1 2020, closing a stake of 41,514 shares — an estimated $260K sold.

United Capital Financial Advisors first reported a position in UGP in Q2 2019 and held it in 2 quarters. The position peaked at $260K in Q4 2019. 78 funds tracked by Wall St. Rank hold UGP as of Q1 2020.

  • United Capital Financial Advisors reported no remaining Ultrapar position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 41,514 Ultrapar shares in Q1 2020, an estimated $260K.
  • United Capital Financial Advisors first reported a position in Ultrapar in Q2 2019 and held it in 2 quarters.
  • United Capital Financial Advisors's Ultrapar position peaked at $260K in Q4 2019.
  • 78 funds tracked by Wall St. Rank held Ultrapar as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.