UGI Corporation shares owned by Optimal Asset Management
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Optimal Asset Management
from 13F filings
Historical chart of Optimal Asset Management investment in UGI Corporation
Tip: Access up to 7 years of quarterly data
All positions including UGI Corporation held by Optimal Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in UGI Corporation by Optimal Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2021-09-30 | $1.7M | 39k | 42.63 |
2021-06-30 | $1.8M | 39k | 46.31 |
2021-03-31 | $1.6M | 39k | 41.00 |
2020-12-31 | $1.2M | 35k | 34.97 |
2020-09-30 | $1.2M | 35k | 32.99 |
2020-06-30 | $1.1M | 34k | 31.80 |
2020-03-31 | $1.9M | 71k | 26.67 |
2019-12-31 | $1.5M | 34k | 45.16 |