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UGI Corporation shares owned by Invst

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

Historical chart of Invst investment in UGI Corporation

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

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Quarterly reported holdings in UGI Corporation by Invst

Quarter filed Position value Share count Share price at filing
2024-12-31 $789k 28k 28.23
2024-09-30 $687k 28k 25.02
2024-06-30 $626k 28k 22.73
2024-03-31 $682k 28k 24.01

More positions owned by Invst

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Invst

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
Captrust Financial Advisors
Dimensional Fund Advisors
Mitsubishi UFJ Trust & Banking Corp

View all funds holding UGI Corporation