Applied Finance Dividend Fund UGI Holdings History
Applied Finance Dividend Fund's UGI Corp Holding Summary
As of 2025-04-30, Applied Finance Dividend Fund held 21,800.00 shares of UGI Corp(UGI), totaling $714,820.00. This investment constitutes 2.84% of their stock portfolio, and Applied Finance Dividend Fund now holds 0.01% of the outstanding UGI Corp(UGI) stock.
The initial trade took place in 2020Q4. And since then Applied Finance Dividend Fund has made 5 purchases of UGI, at an average price of $39.36, for a total of 37,866.00 shares. In addition, there have been 5 sales at an average price of $39.11 for 16,066.00 shares. Based on historical transaction data and UGI's current price of $35.88, Applied Finance Dividend Fund's estimated gain on his UGI holdings is $-79,951.01, reflecting a -5.36% gain to date.
Applied Finance Dividend Fund UGI ($35.88) Holding Chart
Applied Finance Dividend Fund UGI ($35.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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