Consolidated Portfolio Review Corp »

UGI Corporation shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Consolidated Portfolio Review Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UGI Corporation by Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2024-06-30 $324k 14k 22.90
2024-03-31 $374k 15k 24.54
2023-12-31 $256k 10k 24.60

More positions owned by Consolidated Portfolio Review Corp

Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard World Health Car Etf (VHT)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Consum Stp Etf (VDC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Consolidated Portfolio Review Corp

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