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
Q3 		$1.45M Sell
43,600
-2,100
-5% -$73.4K ﹤0.01% 2506
2025
Q2 		$1.65M Sell
45,700
-18,900
-29% -$650K ﹤0.01% 1850
2025
Q1 		$2.12M Buy
64,600
+1,400
+2% +$44.4K ﹤0.01% 1582
2024
Q4 		$1.78M Buy
63,200
+13,100
+26% +$340K ﹤0.01% 2067
2024
Q3 		$1.25M Buy
50,100
+200
+0.4% +$4.82K ﹤0.01% 2134
2024
Q2 		$1.14M Buy
49,900
+6,700
+16% +$162K ﹤0.01% 2077
2024
Q1 		$1.06M Buy
43,200
+15,300
+55% +$367K ﹤0.01% 2156
2023
Q4 		$686K Sell
27,900
-13,900
-33% -$307K ﹤0.01% 2633
2023
Q3 		$961K Buy
41,800
+23,200
+125% +$576K ﹤0.01% 2138
2023
Q2 		$499K Buy
+18,600
New +$565K ﹤0.01% 2602
2022
Q2 		– Sell
-15,200
Closed -$555K – 5773
2022
Q1 		$555K Buy
15,200
+7,300
+92% +$292K ﹤0.01% 3100
2021
Q4 		$363K Buy
7,900
+1,900
+32% +$84.5K ﹤0.01% 3897
2021
Q3 		$258K Buy
+6,000
New +$274K ﹤0.01% 4935
2021
Q2 		– Sell
-7,800
Closed -$324K – 6741
2021
Q1 		$324K Buy
+7,800
New +$301K ﹤0.01% 4367
2020
Q1 		– Sell
-5,000
Closed -$224K – 5317
2019
Q4 		$224K Sell
5,000
-4,100
-45% -$188K ﹤0.01% 3910
2019
Q3 		$459K Buy
+9,100
New +$455K ﹤0.01% 2729
2018
Q4 		– Sell
-10,700
Closed -$594K – 5379
2018
Q3 		$594K Sell
10,700
-800
-7% -$43.1K ﹤0.01% 2900
2018
Q2 		$511K Hold
11,500
– – ﹤0.01% 3075
2018
Q1 		$511K Buy
+11,500
New +$516K ﹤0.01% 3075
2017
Q4 		– Sell
-4,500
Closed -$211K – 5522
2017
Q3 		$211K Buy
+4,500
New +$220K ﹤0.01% 3735
2017
Q2 		– Sell
-11,100
Closed -$550K – 4993
2017
Q1 		$550K Buy
+11,100
New +$528K ﹤0.01% 2275

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.