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UGI Corporation shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7k 67 25.18
2024-06-30 $1.5k 66 23.03
2024-03-31 $1.6k 65 24.68

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Short Trm Bond (BND)
Vanguard Index Fds Total Stk Mkt (VTV)
Vanguard Index Fds Total Stk Mkt (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VO)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (RSP)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Total Stk Mkt (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VCIT)
Ishares Tr Rus 1000 Grw Etf (HYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for CBIZ Investment Advisory Services

Top funds holding UGI Corporation

BlackRock
Vanguard Group
BlackRock
State Street Corporation
Hanna Zanoni
Mitsubishi UFJ Trust & Banking Corp
Snyder Capital Management
Geode Capital Management
Federated Investors
LSV Asset Management
Northern Trust
AQR Capital Management
Morgan Stanley
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding UGI Corporation