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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors