VOYA Investment Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.15M | Buy |
223,787
+97,067
| +77% | +$3.65M | 0.01% | 685 |
|
|
2025
Q4 | $4.74M | Buy |
126,720
+15,241
| +14% | +$540K | ﹤0.01% | 887 |
|
|
2025
Q3 | $3.71M | Sell |
111,479
-29,702
| -21% | -$1.04M | ﹤0.01% | 989 |
|
|
2025
Q2 | $5.14M | Sell |
141,181
-1,381
| -1% | -$47.5K | 0.01% | 951 |
|
|
2025
Q1 | $4.71M | Buy |
142,562
+66,214
| +87% | +$2.1M | 0.01% | 994 |
|
|
2024
Q4 | $2.16M | Sell |
76,348
-20,348
| -21% | -$528K | ﹤0.01% | 1269 |
|
|
2024
Q3 | $2.42M | Sell |
96,696
-10,889
| -10% | -$262K | ﹤0.01% | 1277 |
|
|
2024
Q2 | $2.46M | Sell |
107,585
-3,605
| -3% | -$87.3K | ﹤0.01% | 1253 |
|
|
2024
Q1 | $2.73M | Sell |
111,190
-132,111
| -54% | -$3.17M | ﹤0.01% | 1228 |
|
|
2023
Q4 | $5.99M | Sell |
243,301
-88,011
| -27% | -$1.94M | 0.01% | 930 |
|
|
2023
Q3 | $7.62M | Buy |
331,312
+42,088
| +15% | +$1.04M | 0.01% | 806 |
|
|
2023
Q2 | $7.8M | Buy |
289,224
+90,283
| +45% | +$2.74M | 0.01% | 819 |
|
|
2023
Q1 | $6.92M | Buy |
198,941
+34,777
| +21% | +$1.32M | 0.01% | 856 |
|
|
2022
Q4 | $6.09M | Sell |
164,164
-321,355
| -66% | -$11.6M | 0.01% | 895 |
|
|
2022
Q3 | $15.7M | Buy |
485,519
+70,026
| +17% | +$2.76M | 0.02% | 573 |
|
|
2022
Q2 | $16M | Buy |
415,493
+1,407
| +0.3% | +$54.5K | 0.04% | 376 |
|
|
2022
Q1 | $15M | Buy |
414,086
+34,080
| +9% | +$1.36M | 0.03% | 458 |
|
|
2021
Q4 | $17.4M | Buy |
380,006
+91,037
| +32% | +$4.05M | 0.03% | 412 |
|
|
2021
Q3 | $12.3M | Buy |
288,969
+34,015
| +13% | +$1.55M | 0.02% | 506 |
|
|
2021
Q2 | $11.8M | Buy |
254,954
+1,993
| +0.8% | +$89.7K | 0.02% | 542 |
|
|
2021
Q1 | $10.4M | Buy |
252,961
+139,320
| +123% | +$5.38M | 0.02% | 569 |
|
|
2020
Q4 | $3.97M | Buy |
113,641
+44,260
| +64% | +$1.55M | 0.01% | 884 |
|
|
2020
Q3 | $2.29M | Sell |
69,381
-2,352
| -3% | -$78K | 0.01% | 978 |
|
|
2020
Q2 | $2.28M | Sell |
71,733
-4,160
| -5% | -$126K | 0.01% | 976 |
|
|
2020
Q1 | $2.02M | Sell |
75,893
-71,836
| -49% | -$2.72M | 0.01% | 945 |
|
|
2019
Q4 | $6.67M | Sell |
147,729
-9,387
| -6% | -$430K | 0.01% | 725 |
|
|
2019
Q3 | $7.9M | Buy |
157,116
+7,241
| +5% | +$362K | 0.02% | 670 |
|
|
2019
Q2 | $8.01M | Sell |
149,875
-37,010
| -20% | -$1.97M | 0.02% | 671 |
|
|
2019
Q1 | $10.4M | Sell |
186,885
-5,607
| -3% | -$307K | 0.02% | 566 |
|
|
2018
Q4 | $10.3M | Buy |
192,492
+29,109
| +18% | +$1.62M | 0.03% | 531 |
|
|
2018
Q3 | $9.06M | Sell |
163,383
-29,419
| -15% | -$1.59M | 0.02% | 636 |
|
|
2018
Q2 | $10M | Sell |
192,802
-18,265
| -9% | -$885K | 0.02% | 599 |
|
|
2018
Q1 | $9.38M | Sell |
211,067
-1,288
| -0.6% | -$57.7K | 0.02% | 611 |
|
|
2017
Q4 | $9.97M | Buy |
212,355
+8,350
| +4% | +$399K | 0.02% | 608 |
|
|
2017
Q3 | $9.56M | Sell |
204,005
-32,274
| -14% | -$1.58M | 0.02% | 611 |
|
|
2017
Q2 | $11.4M | Sell |
236,279
-48,718
| -17% | -$2.42M | 0.03% | 563 |
|
|
2017
Q1 | $14.1M | Buy |
284,997
+14,455
| +5% | +$687K | 0.03% | 511 |
|
|
2016
Q4 | $12.5M | Sell |
270,542
-15,549
| -5% | -$696K | 0.03% | 510 |
|
|
2016
Q3 | $12.9K | Buy |
286,091
+11,328
| +4% | +$517K | 0.02% | 490 |
|
|
2016
Q2 | $12.4M | Buy |
274,763
+61,380
| +29% | +$2.59M | 0.03% | 497 |
|
|
2016
Q1 | $8.6M | Sell |
213,383
-4,569
| -2% | -$166K | 0.02% | 588 |
|
|
2015
Q4 | $7.36M | Buy |
217,952
+62,908
| +41% | +$2.18M | 0.02% | 666 |
|
|
2015
Q3 | $5.4M | Buy |
155,044
+25,917
| +20% | +$905K | 0.01% | 743 |
|
|
2015
Q2 | $4.45M | Sell |
129,127
-71,582
| -36% | -$2.54M | 0.01% | 824 |
|
|
2015
Q1 | $6.54M | Sell |
200,709
-160
| -0.1% | -$5.61K | 0.01% | 725 |
|
|
2014
Q4 | $7.63M | Sell |
200,869
-5,874
| -3% | -$217K | 0.02% | 676 |
|
|
2014
Q3 | $7.05M | Sell |
206,743
-152
| -0.1% | -$5.17K | 0.02% | 691 |
|
|
2014
Q2 | $6.97M | Sell |
206,895
-434
| -0.2% | -$13.7K | 0.02% | 724 |
|
|
2014
Q1 | $6.3M | Sell |
207,329
-5,808
| -3% | -$167K | 0.01% | 729 |
|
|
2013
Q4 | $5.89M | Sell |
213,137
-937
| -0.4% | -$25.3K | 0.01% | 752 |
|
|
2013
Q3 | $5.58M | Buy |
214,074
+2,703
| +1% | +$72.5K | 0.01% | 747 |
|
|
2013
Q2 | $5.51M | Buy |
+211,371
| New | +$5.56M | 0.02% | 747 |
|
Other funds holding UGI
VPM
VCM
SCM
