Vantage Consulting Group’s UGI UGI Stock Holding History

Vantage Consulting Group’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
2021 Q1	–	Sell	-276	Closed	-$10K	–	1492
2020 Q4	$10K	Buy	+276	New	+$9.66K	﹤0.01%	1216

Other funds holding UGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vantage Consulting Group's UGI Position: Q1 2021 in Review

Vantage Consulting Group sold out of UGI (UGI) in Q1 2021, closing a stake of 276 shares — an estimated $10K sold.

Vantage Consulting Group first reported a position in UGI in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 497 funds tracked by Wall St. Rank hold UGI as of Q1 2021.

Vantage Consulting Group reported no remaining UGI position as of Q1 2021 after selling out during the quarter.
Vantage Consulting Group sold 276 UGI shares in Q1 2021, an estimated $10K.
Vantage Consulting Group first reported a position in UGI in Q4 2020 and held it in 1 quarter.
Vantage Consulting Group's UGI position peaked at $10K in Q4 2020.
497 funds tracked by Wall St. Rank held UGI as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.