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
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 0.84%
0.01%
$57,928
2,052 shares@ 28.24 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 67.09%
0.01%
$37,969
1,345 shares@ 28.23 avg price
Michael Boyle@American National Bank & Trust
Recent Activity
0.01%
$31,025
1,099 shares@ 28.24 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Increased 84.77%
0.01%
$13,353
473 shares@ 28.24 avg price
Shawn Fischman@Fny Investment Advisers, Llc
Recent Activity
0.01%
$11,000
400 shares@ 27.5 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
Increased 190.59%
0.01%
$6,973
247 shares@ 28.24 avg price
Wren Green@Eagle Bay Advisors Llc
Recent Activity
0.01%
$6,236
218 shares@ 28.61 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
0.01%
$5,674
201 shares@ 28.23 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
0.01%
$4,663
163 shares@ 28.61 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
0.01%
$3,868
137 shares@ 28.24 avg price