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UGI Corporation shares owned by Gallagher Fiduciary Advisors

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

Historical chart of Gallagher Fiduciary Advisors investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UGI Corporation by Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $646k 26k 25.02
2024-06-30 $657k 29k 22.90

More positions owned by Gallagher Fiduciary Advisors

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for Gallagher Fiduciary Advisors

Top funds holding UGI Corporation

BlackRock
Vanguard Group
BlackRock
State Street Corporation
Hanna Zanoni
Mitsubishi UFJ Trust & Banking Corp
Snyder Capital Management
Geode Capital Management
Federated Investors
LSV Asset Management
Northern Trust
AQR Capital Management
Morgan Stanley
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding UGI Corporation