Econ Financial Services Corp Ugi Corp Transaction History

Econ Financial Services Corp

$163 Million
Q4 2024

A detailed history of Econ Financial Services Corp transactions in Ugi Corp stock. As of the latest transaction made, Econ Financial Services Corp holds 78,978 shares of UGI stock, worth $2.43 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

78,978

Previous 84,873 6.95%

Holding current value

$2.43 Million

Previous $2.12 Million 5.09%

% of portfolio

1.37%

Previous 1.2%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$23.24 - $30.37 $136,999 - $179,031	-5,895 Reduced 6.95%	78,978 $2.23 Million
Q3 2024 Oct 18, 2024	BUY	$22.23 - $25.05 $1.03 Million - $1.16 Million	46,375 Added 120.46%	84,873 $2.12 Million
Q2 2024 Aug 12, 2024	BUY	$22.08 - $26.0 $253,632 - $298,662	11,487 Added 42.53%	38,498 $881,000
Q1 2024 May 15, 2024	SELL	$21.92 - $25.56 $449,644 - $524,312	-20,513 Reduced 43.16%	27,011 $662,000
Q4 2023 Feb 07, 2024	BUY	$20.26 - $24.87 $283,437 - $347,931	13,990 Added 41.72%	47,524 $1.17 Million
Q3 2023 Nov 09, 2023	SELL	$22.67 - $27.6 $541,268 - $658,977	-23,876 Reduced 41.59%	33,534 $771,000
Q2 2023 Aug 08, 2023	BUY	$26.45 - $35.34 $304,730 - $407,152	11,521 Added 25.11%	57,410 $1.55 Million
Q1 2023 Apr 21, 2023	SELL	$32.68 - $42.62 $701,966 - $915,477	-21,480 Reduced 31.88%	45,889 $1.6 Million
Q4 2022 Jan 26, 2023	SELL	$32.28 - $40.85 $8,941 - $11,315	-277 Reduced 0.41%	67,369 $0
Q3 2022 Oct 05, 2022	BUY	$32.33 - $100.2 $1.19 Million - $3.68 Million	36,763 Added 119.04%	67,646 $2.19 Million
Q2 2022 Jul 19, 2022	SELL	$34.3 - $44.54 $1.57 Million - $2.04 Million	-45,837 Reduced 59.75%	30,883 $1.19 Million
Q1 2022 Apr 22, 2022	BUY	$33.11 - $46.33 $1.83 Million - $2.56 Million	55,179 Added 256.16%	76,720 $2.78 Million
Q4 2021 Jan 26, 2022	BUY	$41.25 - $45.91 $888,566 - $988,947	21,541 New	21,541 $989,000

Others Institutions Holding UGI

# of Institutions

528

Shares Held

168M

Call Options Held

1.26M

Put Options Held

2.54M

View Full List

About UGI CORP

Ticker UGI
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 209,380,992
Market Cap $6.43B
Description
UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company operates through four segments: AmeriGas Propane, UGI International, Midstream & Marketing, and UGI Utilities. It distributes propane to approximately 1.4 million residential, commercial/indu...

More about UGI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Econ Financial Services Corp, based on Form 13F filings with the SEC.

News

Stay updated on Econ Financial Services Corp with notifications on news.

Account

Econ Financial Services Corp Ugi Corp Transaction History