Wolverine Trading
UGI icon

Wolverine Trading’s UGI UGI Stock Holding History

Wolverine Trading’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
2025
Q2 		– Sell
-11,029
Closed -$379K – 5608
2025
Q1 		$362K Sell
11,029
-1,624
-13% -$51.4K ﹤0.01% 3319
2024
Q4 		$356K Buy
+12,653
New +$328K ﹤0.01% 3821
2024
Q1 		– Sell
-14,888
Closed -$358K – 5338
2023
Q4 		$366K Sell
14,888
-5,204
-26% -$115K ﹤0.01% 3271
2023
Q3 		$462K Buy
+20,092
New +$499K ﹤0.01% 2845
2022
Q2 		– Sell
-5,640
Closed -$206K – 5772
2022
Q1 		$206K Sell
5,640
-8,210
-59% -$328K ﹤0.01% 4392
2021
Q4 		$636K Buy
+13,850
New +$616K ﹤0.01% 3163
2020
Q4 		– Sell
-8,663
Closed -$281K – 5510
2020
Q3 		$281K Buy
8,663
+1,207
+16% +$40K ﹤0.01% 3476
2020
Q2 		$236K Buy
+7,456
New +$226K ﹤0.01% 3628
2018
Q4 		– Sell
-4,028
Closed -$223K – 5378
2018
Q3 		$223K Buy
+4,028
New +$217K ﹤0.01% 4119

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wolverine Trading's UGI Position: Q2 2025 in Review

Wolverine Trading sold out of UGI (UGI) in Q2 2025, closing a stake of 11,029 shares — an estimated $379K sold.

Wolverine Trading first reported a position in UGI in Q3 2018 and held it in 9 quarters. The position peaked at $636K in Q4 2021. 593 funds tracked by Wall St. Rank hold UGI as of Q2 2025.

  • Wolverine Trading reported no remaining UGI position as of Q2 2025 after selling out during the quarter.
  • Wolverine Trading sold 11,029 UGI shares in Q2 2025, an estimated $379K.
  • Wolverine Trading first reported a position in UGI in Q3 2018 and held it in 9 quarters.
  • Wolverine Trading's UGI position peaked at $636K in Q4 2021.
  • 593 funds tracked by Wall St. Rank held UGI as of Q2 2025.

Based on Wolverine Trading's 13F filing for Q2 2025, filed 18 Aug 2025.