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UGI Corporation shares owned by Anderson Financial Strategies

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Anderson Financial Strategies from 13F filings

Historical chart of Anderson Financial Strategies investment in UGI Corporation

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All positions including UGI Corporation held by Anderson Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Anderson Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-03-31 $49k 1.5k 33.07
2024-12-31 $41k 1.5k 28.23

More positions owned by Anderson Financial Strategies

Wisdomtree Tr Isdomtree Us Va (WTV)
American Centy Etf Tr S Quality Grow (QGRO)
Fidelity Covington Trust Nhanced Intl (FENI)
Ishares Tr Ore Intl Aggr (IAGG)
Flexshares Tr R Scd Us Bd (SKOR)
Spdr Series Trust Bg Conv Sec Etf (CWB)
Ab Active Etfs High Yield Etf (HYFI)
Victory Portfolios Ii Saa Msci Usa Sm (USVM)
Etfis Ser Tr I Irtus Infrcap (PFFA)
J P Morgan Exchange Traded F Ealty Income Et (JPRE)
First Tr Exchange-traded Ng Dur Oprtun (LGOV)
Invesco Exchange Traded Fd T &p Smlcp Moment (XSMO)
Spdr Index Shs Fds &p Em Mkt Div (EDIV)
Hartford Fds Exchange Traded Un Oportunite (HMOP)
Wisdomtree Tr Sdm Emktbd Fd (EMCB)

View all positions for Anderson Financial Strategies

Top funds holding UGI Corporation

BlackRock
Vanguard Group
FMR
State Street Corporation
Hanna Zanoni
LSV Asset Management
Snyder Capital Management
Geode Capital Management
Neuberger Berman Group
Northern Trust
Invesco
Captrust Financial Advisors
Dimensional Fund Advisors
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding UGI Corporation