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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

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All positions including UGI Corporation held by Cresset Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Cresset Asset Management

Quarter filed Position value Share count Share price at filing
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

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Apple (AAPL)
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Meta Platforms Cl A Put Option (META)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
NVIDIA Corporation Put Option (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Cresset Asset Management

Top funds holding UGI Corporation

Vanguard Group
BlackRock
State Street Corporation
Hanna Zanoni
Zimmer Partners
FMR
Snyder Capital Management
Mitsubishi UFJ Trust & Banking Corp
Geode Capital Management
Federated Investors
First Eagle Investment Management
LSV Asset Management
Northern Trust
Bank of New York Mellon
Morgan Stanley

View all funds holding UGI Corporation