Moneta Group Investment Advisors LLC Ugi Corp Transaction History

Moneta Group Investment Advisors LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 16, 2023	SELL	$32.28 - $40.85 $177 Million - $224 Million	-5,490,727 Reduced 99.9%	5,496 $203,000
Q4 2022 Feb 15, 2023	BUY	$32.28 - $40.85 $177 Million - $225 Million	5,496,223 New	5,496,223 $204 Million
Q2 2022 Aug 15, 2022	BUY	$34.3 - $44.54 $181,241 - $235,349	5,284 New	5,284 $204,000
Q1 2022 May 11, 2022	SELL	$33.11 - $46.33 $168,761 - $236,144	-5,097 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$41.25 - $45.91 $12,375 - $13,772	-300 Reduced 5.56%	5,097 $234,000
Q3 2021 Nov 12, 2021	BUY	$42.18 - $48.09 $843 - $961	20 Added 0.37%	5,397 $230,000
Q2 2021 Aug 13, 2021	BUY	$41.25 - $47.88 $220,728 - $256,205	5,351 Added 20580.77%	5,377 $249,000
Q2 2018 Aug 14, 2018	BUY	$43.95 - $52.24 $1,142 - $1,358	26 New	26 $1,000
Q1 2018 May 14, 2018	SELL	$42.53 - $47.93 $293,457 - $330,717	-6,900 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$46.86 - $50.93 $323,334 - $351,417	6,900	6,900 $323,000

520

166M

1.26M

2.04M

Ticker UGI
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 209,380,992
Market Cap $6B
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...

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