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
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 23.82%
0.02%
$220,900
7,825 shares@ 28.24 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
New Position
0.01%
$215,113
7,620 shares@ 28.24 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
New Position
0.01%
$214,932
7,613 shares@ 28.24 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -59.1%
0.01%
$218,588
7,291 shares@ 29.99 avg price
Aryn Sands@Lauer Wealth, Llc
Recent Activity
New Position
0.14%
$201,562
7,140 shares@ 28.23 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 5%
0.01%
$118,763
4,207 shares@ 28.23 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
0.01%
$101,628
3,600 shares@ 28.23 avg price
Raymond Eddings@Missouri Trust & Investment Co
Recent Activity
0.04%
$101,628
3,600 shares@ 28.23 avg price
Lisa Donnelly@Tompkins Financial Corp
Recent Activity
0.01%
$71,253
2,524 shares@ 28.24 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
0.01%
$63,518
2,250 shares@ 28.24 avg price