Custom Index Systems »

UGI Corporation shares owned by Custom Index Systems

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Custom Index Systems from 13F filings

Historical chart of Custom Index Systems investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Custom Index Systems 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 Custom Index Systems

Quarter filed Position value Share count Share price at filing
2025-06-30 $231k 6.3k 36.42
2025-03-31 $216k 6.5k 33.07

More positions owned by Custom Index Systems

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Emer (FNDE)
Meta Platforms Cl A (META)

View all positions for Custom Index Systems

Top funds holding UGI Corporation

BlackRock
Vanguard Group
FMR
State Street Corporation
Hanna Zanoni
LSV Asset Management
Snyder Capital Management
Geode Capital Management
Pictet Asset Management Holding SA
Neuberger Berman Group
Northern Trust
Invesco
Morgan Stanley
Captrust Financial Advisors
Dimensional Fund Advisors

View all funds holding UGI Corporation