VisionPoint Advisory Group’s UGI UGI Stock Holding History

VisionPoint Advisory 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
2023 Q3	–	Sell	-398	Closed	-$10.7K	–	824
2023 Q2	$10.7K	Buy	+398	New	+$12.1K	﹤0.01%	388

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

VisionPoint Advisory Group's UGI Position: Q3 2023 in Review

VisionPoint Advisory Group sold out of UGI (UGI) in Q3 2023, closing a stake of 398 shares — an estimated $10.7K sold.

VisionPoint Advisory Group first reported a position in UGI in Q2 2023 and held it in 1 quarter. The position peaked at $10.7K in Q2 2023. 444 funds tracked by Wall St. Rank hold UGI as of Q3 2023.

VisionPoint Advisory Group reported no remaining UGI position as of Q3 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 398 UGI shares in Q3 2023, an estimated $10.7K.
VisionPoint Advisory Group first reported a position in UGI in Q2 2023 and held it in 1 quarter.
VisionPoint Advisory Group's UGI position peaked at $10.7K in Q2 2023.
444 funds tracked by Wall St. Rank held UGI as of Q3 2023.

Based on VisionPoint Advisory Group's 13F filing for Q3 2023, filed 6 Dec 2023.