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UGI Corporation shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment Advisors investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UGI Corporation by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.9k 300 23.00
2023-03-31 $10k 300 34.76

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhancd Short (EMNT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding UGI Corporation

BlackRock
Vanguard Group
FMR
State Street Corporation
Hanna Zanoni
LSV Asset Management
Snyder Capital Management
Geode Capital Management
Neuberger Berman Group
Northern Trust
Invesco
Captrust Financial Advisors
Dimensional Fund Advisors
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding UGI Corporation