UGI

Ugi Corp

Latest period2024 - Q4Total superinvestors46

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 46 superinvestors own shares of Ugi Corp (UGI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ugi Corp (UGI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ugi Corp (UGI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ugi Corp (UGI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Bradley W Horstmann@Wedge Capital Management L L P Nc
Recent Activity
Decreased -20.46%
0.23%
$12.482M
442,168 shares@ 28.24 avg price
Kimberly Byrne@Bill Few Associates, Inc.
Recent Activity
Decreased -5.2%
1%
$2.823M
99,987 shares@ 28.23 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -11.17%
0.01%
$2.324M
81,262 shares@ 28.61 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -0.01%
0.02%
$553,252
19,598 shares@ 28.24 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -0.13%
0.01%
$425,000
15,079 shares@ 28.19 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -1.39%
0.01%
$313,000
11,091 shares@ 28.23 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -59.1%
0.01%
$218,588
7,291 shares@ 29.99 avg price