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UGI Corporation shares owned by Optimal Asset Management

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Optimal Asset Management from 13F filings

Historical chart of Optimal Asset Management investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Optimal Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Optimal Asset Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.7M 39k 42.63
2021-06-30 $1.8M 39k 46.31
2021-03-31 $1.6M 39k 41.00
2020-12-31 $1.2M 35k 34.97
2020-09-30 $1.2M 35k 32.99
2020-06-30 $1.1M 34k 31.80
2020-03-31 $1.9M 71k 26.67
2019-12-31 $1.5M 34k 45.16