UGI Corporation shares owned by Creative Planning
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in UGI Corporation
Tip: Access up to 7 years of quarterly data
All positions including UGI Corporation held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UGI Corporation by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $852k | 35k | 24.59 |
| 2023-09-30 | $913k | 40k | 23.00 |
| 2023-06-30 | $519k | 19k | 26.97 |
| 2023-03-31 | $549k | 16k | 34.76 |
| 2022-12-31 | $575k | 16k | 37.07 |
| 2022-09-30 | $93k | 12k | 8.00 |
| 2022-06-30 | $325k | 8.4k | 38.55 |
| 2022-03-31 | $303k | 8.4k | 36.19 |
| 2021-12-31 | $493k | 11k | 45.92 |
| 2021-09-30 | $450k | 11k | 42.65 |
| 2021-06-30 | $519k | 11k | 46.32 |
| 2021-03-31 | $522k | 13k | 41.05 |
| 2020-12-31 | $404k | 12k | 34.97 |
| 2020-09-30 | $480k | 15k | 33.01 |
| 2020-06-30 | $415k | 13k | 31.83 |
| 2020-03-31 | $391k | 15k | 26.70 |
| 2019-12-31 | $828k | 18k | 45.13 |
| 2019-09-30 | $1.3M | 26k | 50.29 |
| 2019-06-30 | $596k | 11k | 53.38 |
| 2019-03-31 | $684k | 12k | 55.41 |
| 2018-12-31 | $654k | 12k | 53.37 |
| 2018-09-30 | $668k | 12k | 55.46 |
| 2018-06-30 | $556k | 11k | 52.06 |
| 2018-03-31 | $614k | 14k | 44.43 |
| 2017-12-31 | $462k | 9.8k | 46.91 |
| 2017-09-30 | $648k | 14k | 46.85 |
| 2017-06-30 | $678k | 14k | 48.44 |
| 2017-03-31 | $412k | 8.3k | 49.45 |
| 2016-12-31 | $394k | 8.5k | 46.12 |
| 2016-09-30 | $381k | 8.4k | 45.23 |
| 2016-06-30 | $538k | 12k | 45.23 |
| 2016-03-31 | $462k | 12k | 40.29 |
| 2015-12-31 | $359k | 11k | 33.75 |
| 2015-09-30 | $45k | 1.3k | 34.86 |
| 2015-03-31 | $32k | 991 | 32.29 |
| 2014-12-31 | $89k | 2.4k | 37.82 |
| 2014-09-30 | $58k | 1.7k | 33.86 |
| 2014-06-30 | $58k | 1.1k | 50.79 |
| 2014-03-31 | $60k | 1.3k | 45.80 |
| 2013-12-31 | $44k | 1.1k | 41.04 |
| 2013-09-30 | $42k | 1.1k | 39.18 |
| 2013-06-30 | $50k | 1.3k | 39.31 |
| 2012-12-31 | $38k | 1.2k | 32.42 |
| 2012-09-30 | $37k | 1.2k | 31.57 |
| 2012-06-30 | $5.0k | 172 | 29.07 |