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UGI Corporation shares owned by Impact Partnership Wealth

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Impact Partnership Wealth from 13F filings

Historical chart of Impact Partnership Wealth investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Impact Partnership Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Impact Partnership Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $307k 11k 28.23
2024-09-30 $272k 11k 25.02
2024-03-31 $198k 8.1k 24.54

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Gold Tr Gold Shs (GLD)
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Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)

View all positions for Impact Partnership Wealth

Top funds holding UGI Corporation

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

View all funds holding UGI Corporation