UGI Corporation shares owned by Cresset Asset Management
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Cresset Asset Management
from 13F filings
Historical chart of Cresset Asset Management investment in UGI Corporation
Tip: Access up to 7 years of quarterly data
All positions including UGI Corporation held by Cresset Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UGI Corporation by Cresset Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 545k | 33.63 |
| 2025-06-30 | $20M | 535k | 36.79 |
| 2025-03-31 | $18M | 535k | 33.44 |
| 2024-12-31 | $14M | 492k | 28.29 |
| 2024-09-30 | $13M | 511k | 25.39 |
| 2024-06-30 | $12M | 496k | 23.27 |
| 2024-03-31 | $12M | 474k | 24.54 |
| 2023-12-31 | $1.1M | 45k | 24.93 |
| 2023-09-30 | $3.8M | 163k | 23.36 |
| 2023-06-30 | $2.6M | 97k | 27.36 |
| 2019-03-31 | $15k | 262 | 57.25 |
| 2018-12-31 | $9.0k | 173 | 52.02 |