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
Robert Netzly@Inspire Investing, Llc
Recent Activity
Exited
0%
$1.19M
47,543 shares@ 25.03 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Exited
0%
$1.041M
26,046 shares@ 39.97 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Exited
0%
$302,000
12,053 shares@ 25.06 avg price
James S. Riswold@Corundum Trust Company, Inc
Recent Activity
Exited
0%
$284,552
11,373 shares@ 25.02 avg price
Ellwood Derricks@Partnership Wealth Management, Llc
Recent Activity
Exited
0%
$168,885
6,750 shares@ 25.02 avg price