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UGI Corporation shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 515 24.54
2023-12-31 $25k 1.0k 24.60
2023-09-30 $20k 888 23.00
2020-09-30 $356k 11k 32.66

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View all positions for Fortis Group Advisors

Top funds holding UGI Corporation

Vanguard Group
Deutsche Bank Aktiengesellschaft
First Eagle Investment Management
Mitsubishi UFJ Trust & Banking Corp
LSV Asset Management
Bank of New York Mellon
Federated Investors
Norges Bank Investment Management
Nfj Investment Group
Diamond Hill Capital Management
Zimmer Partners
Russell Investments
Charles Schwab Investment Management
Dimensional Fund Advisors
Flat Footed

View all funds holding UGI Corporation