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UGI Corporation shares owned by Meritage Portfolio Management

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Meritage Portfolio Management from 13F filings

Historical chart of Meritage Portfolio Management investment in UGI Corporation

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All positions including UGI Corporation held by Meritage Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Meritage Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 125k 24.54
2021-03-31 $1.8M 44k 41.00
2020-12-31 $1.6M 47k 34.97

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Top funds holding UGI Corporation

BlackRock
Vanguard Group
FMR
Snyder Capital Management
Deutsche Bank Aktiengesellschaft
First Eagle Investment Management
Mitsubishi UFJ Trust & Banking Corp
Geode Capital Management
Morgan Stanley
Northern Trust
Bank of New York Mellon
LSV Asset Management
Federated Investors
Nfj Investment Group
Diamond Hill Capital Management

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