A detailed history of Rothschild Investment LLC transactions in Ugi Corp stock. As of the latest transaction made, Rothschild Investment LLC holds 25 shares of UGI stock, worth $697. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Previous 20 25.0%
Holding current value
$697
Previous $458,000 36.68%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$22.23 - $25.05 $111 - $125
5 Added 25.0%
25 $626,000
Q2 2024

Jul 30, 2024

BUY
$22.08 - $26.0 $441 - $520
20 New
20 $458,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $5.84B
  • 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 Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC 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 Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.