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UGI Corporation shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates investment in UGI Corporation

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All positions including UGI Corporation held by Richard W. Paul & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.3k 100 22.90
2024-03-31 $2.5k 100 24.54
2023-12-31 $2.5k 100 24.60
2023-09-30 $2.3k 100 23.00
2023-06-30 $2.7k 100 26.97
2023-03-31 $3.5k 100 34.76
2022-12-31 $3.7k 100 37.07

More positions owned by Richard W. Paul & Associates

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Richard W. Paul & Associates

Top funds holding UGI Corporation

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

View all funds holding UGI Corporation