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UGI Corporation shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment Advisors investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UGI Corporation by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 46k 24.60
2023-09-30 $1.2M 52k 23.00
2023-06-30 $2.1M 78k 26.97
2023-03-31 $2.7M 78k 34.76
2022-12-31 $2.9M 79k 37.07
2022-09-30 $2.6M 81k 32.30
2022-06-30 $3.6M 93k 38.59
2022-03-31 $2.8M 78k 36.20
2021-12-31 $3.5M 77k 45.87
2021-09-30 $3.3M 76k 42.61
2021-06-30 $3.6M 77k 46.30
2021-03-31 $3.0M 74k 41.01
2020-12-31 $2.6M 74k 34.96
2020-09-30 $2.5M 75k 32.65
2020-06-30 $2.4M 75k 31.80
2020-03-31 $2.0M 74k 26.66
2019-12-31 $3.3M 74k 45.08
2019-09-30 $3.8M 76k 50.27
2019-06-30 $3.6M 68k 53.41
2019-03-31 $3.7M 68k 55.42
2018-12-31 $3.6M 68k 53.34
2018-09-30 $3.8M 68k 55.47
2018-06-30 $3.5M 68k 51.95
2018-03-31 $2.9M 67k 43.88
2017-12-31 $22M 67k 336.79
2017-09-30 $3.0M 67k 45.83
2017-06-30 $3.2M 66k 48.39
2017-03-31 $3.2M 65k 49.34
2016-12-31 $3.0M 66k 46.08
2016-09-30 $3.0M 66k 45.24
2016-06-30 $1.2M 27k 45.27
2016-03-31 $1.0M 26k 40.31
2015-12-31 $877k 26k 33.76
2015-09-30 $904k 26k 34.80
2015-06-30 $895k 26k 34.46
2015-03-31 $847k 26k 32.61
2014-12-31 $963k 25k 37.99
2014-09-30 $876k 26k 34.08
2014-06-30 $865k 17k 50.47
2014-03-31 $799k 18k 45.63
2013-12-31 $750k 18k 41.47
2013-09-30 $708k 18k 39.15