UCB
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United Community Bank’s UGI UGI Stock Holding History

United Community Bank’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 		$21.7K Sell
595
-1,480
-71% -$55.7K 0.01% 421
2025
Q4 		$77.7K Buy
2,075
+130
+7% +$4.6K 0.03% 253
2025
Q3 		$64.7K Buy
1,945
+80
+4% +$2.8K 0.02% 305
2025
Q2 		$67.9K Sell
1,865
-190
-9% -$6.54K 0.02% 280
2025
Q1 		$68K Buy
2,055
+1,210
+143% +$38.3K 0.03% 289
2024
Q4 		$23.9K Hold
845
– – 0.01% 317
2024
Q3 		$21.1K Buy
845
+90
+12% +$2.17K 0.01% 315
2024
Q2 		$17.3K Hold
755
– – 0.01% 339
2024
Q1 		$18.5K Buy
755
+105
+16% +$2.52K 0.01% 312
2023
Q4 		$16K Hold
650
– – 0.01% 326
2023
Q3 		$14.9K Buy
650
+185
+40% +$4.59K 0.01% 305
2023
Q2 		$12.5K Hold
465
– – 0.01% 211
2023
Q1 		$16.2K Hold
465
– – 0.02% 199
2022
Q4 		$17.2K Sell
465
-50
-10% -$1.81K 0.02% 210
2022
Q3 		$16.6K Hold
515
– – 0.02% 203
2022
Q2 		$19.9K Buy
515
+205
+66% +$7.95K 0.02% 203
2022
Q1 		$11.2K Buy
+310
New +$12.4K 0.01% 229

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