WAM
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Wolverine Asset Management’s UGI UGI Stock Holding History

Wolverine Asset Management’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 		$914K Sell
25,087
-2,000
-7% -$75.3K 0.01% 803
2025
Q4 		$1.01M Buy
+27,087
New +$959K 0.01% 782
2025
Q3 		– Sell
-18,964
Closed -$663K – 1969
2025
Q2 		$691K Buy
18,964
+181
+1% +$6.23K 0.01% 804
2025
Q1 		$621K Buy
+18,783
New +$595K 0.01% 807
2024
Q4 		– Hold
0
– – – 1927
2024
Q3 		– Hold
0
– – – 1920
2024
Q2 		– Hold
0
– – – 1916
2023
Q3 		– Hold
0
– – – 2078
2023
Q2 		– Hold
0
– – – 2063
2023
Q1 		– Hold
0
– – – 2217
2022
Q4 		– Hold
0
– – – 2401
2022
Q3 		– Sell
-1,013
Closed -$39K – 2605
2022
Q2 		$39K Sell
1,013
-40,541
-98% -$1.57M ﹤0.01% 1639
2022
Q1 		$1.5M Buy
+41,554
New +$1.66M 0.02% 610

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