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