UGI Corporation shares owned by Beacon Financial
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in UGI Corporation
Tip: Access up to 7 years of quarterly data
All positions including UGI Corporation held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UGI Corporation by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $238k | 8.4k | 28.23 |
| 2024-09-30 | $271k | 11k | 25.02 |
| 2024-06-30 | $271k | 12k | 22.90 |
| 2024-03-31 | $295k | 12k | 24.54 |
| 2023-12-31 | $320k | 13k | 24.60 |
| 2023-09-30 | $330k | 13k | 25.16 |
| 2023-06-30 | $358k | 13k | 26.83 |
| 2021-12-31 | $601k | 13k | 45.64 |
| 2021-09-30 | $556k | 13k | 43.01 |
| 2014-12-31 | $238k | 6.1k | 38.78 |
| 2014-09-30 | $211k | 6.2k | 34.07 |