UGI Corporation shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in UGI Corporation
Tip: Access up to 7 years of quarterly data
All positions including UGI Corporation held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UGI Corporation by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 254k | 33.26 |
| 2025-06-30 | $8.9M | 243k | 36.42 |
| 2025-03-31 | $7.9M | 239k | 33.07 |
| 2024-12-31 | $7.2M | 256k | 28.23 |