A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ugi Corp stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 1,102 shares of UGI stock, worth $26,624. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,102
Previous 1,102 -0.0%
Holding current value
$26,624
Previous $27,000 7.41%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 13, 2021

BUY
$41.25 - $47.88 $45,457 - $52,763
1,102 New
1,102 $51,000
Q1 2021

Apr 14, 2021

SELL
$34.79 - $41.84 $137,490 - $165,351
-3,952 Closed
0 $0
Q3 2020

Oct 15, 2020

BUY
$29.87 - $35.56 $32,916 - $39,187
1,102 Added 38.67%
3,952 $130,000
Q4 2019

Jan 22, 2020

BUY
$41.44 - $49.3 $118,104 - $140,505
2,850 New
2,850 $129,000
Q1 2019

Apr 08, 2019

SELL
$52.24 - $57.06 $731,360 - $798,840
-14,000 Closed
0 $0
Q4 2018

Feb 13, 2019

BUY
$51.95 - $58.96 $727,300 - $825,440
14,000 New
14,000 $747,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $5.06B
  • 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

Track Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio

Follow Loring Wolcott & Coolidge Fiduciary Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.