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Wipfli Financial Advisors’s UGI UGI Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$73K Buy
+2,240
New +$88.4K 0.01% 890

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wipfli Financial Advisors's UGI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in UGI (UGI) in Q3 2022: 2,240 shares worth $73K. The stake represents 0.01% of the portfolio and ranks #890 among its holdings.

510 funds tracked by Wall St. Rank hold UGI as of Q3 2022.

  • Wipfli Financial Advisors held 2,240 shares of UGI worth $73K as of Q3 2022.
  • UGI was a new Wipfli Financial Advisors position in Q3 2022.
  • UGI made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #890 holding.
  • 510 funds tracked by Wall St. Rank held UGI as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.