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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 4.37%
0.01%
$702,138
28,063 shares@ 25.03 avg price
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
New Position
0.04%
$593,000
21,010 shares@ 28.23 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -0.01%
0.02%
$553,252
19,598 shares@ 28.24 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Increased 25.66%
0.03%
$531,926
18,843 shares@ 28.23 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
Increased 0.71%
0.02%
$450,550
15,960 shares@ 28.23 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
0.02%
$432,286
15,313 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
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Increased 21.06%
0.06%
$311,951
11,023 shares@ 28.31 avg price
Faris F. Chesley@Chesley Taft & Associates Llc
Recent Activity
0.02%
$233,744
8,280 shares@ 28.23 avg price