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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
2023
Q3 		– Sell
-20,500
Closed -$553K – 1970
2023
Q2 		$553K Sell
20,500
-3,600
-15% -$109K 0.01% 814
2023
Q1 		$838K Buy
24,100
+1,900
+9% +$72K 0.01% 732
2022
Q4 		$823K Buy
+22,200
New +$802K 0.01% 794

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wolverine Asset Management's UGI Position: Q2 2026 in Review

Wolverine Asset Management sold out of UGI (UGI) in Q2 2026, closing a stake of 25,087 shares — an estimated $914K sold.

Wolverine Asset Management first reported a position in UGI in Q1 2022 and held it in 6 quarters. The position peaked at $1.5M in Q1 2022. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Wolverine Asset Management reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
  • Wolverine Asset Management sold 25,087 UGI shares in Q2 2026, an estimated $914K.
  • Wolverine Asset Management first reported a position in UGI in Q1 2022 and held it in 6 quarters.
  • Wolverine Asset Management's UGI position peaked at $1.5M in Q1 2022.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.