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UGI Corporation shares owned by Sym Financial Corporation

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Sym Financial Corporation from 13F filings

Historical chart of Sym Financial Corporation investment in UGI Corporation

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All positions including UGI Corporation held by Sym Financial Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2025-09-30 $235k 7.1k 33.26
2025-06-30 $258k 7.1k 36.42
2025-03-31 $234k 7.1k 33.07

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Sym Financial Corporation

Top funds holding UGI Corporation

BlackRock
Vanguard Group
FMR
State Street Corporation
Hanna Zanoni
LSV Asset Management
Snyder Capital Management
Geode Capital Management
Pictet Asset Management Holding SA
Neuberger Berman Group
Northern Trust
Invesco
Morgan Stanley
Captrust Financial Advisors
Dimensional Fund Advisors

View all funds holding UGI Corporation