UGI Corporation shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in UGI Corporation
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Quarterly reported holdings in UGI Corporation by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 141k | 33.26 |
| 2025-06-30 | $5.7M | 156k | 36.42 |
| 2025-03-31 | $5.2M | 157k | 33.07 |
| 2024-06-30 | $2.8M | 123k | 22.90 |
| 2024-03-31 | $3.1M | 125k | 24.54 |
| 2021-03-31 | $1.8M | 44k | 41.00 |
| 2020-12-31 | $1.6M | 47k | 34.97 |
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