A detailed history of Shelton Capital Management transactions in Ugi Corp stock. As of the latest transaction made, Shelton Capital Management holds 8,538 shares of UGI stock, worth $208,668. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,538
Holding current value
$208,668
% of portfolio
0.01%

Shares

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

Nov 14, 2024

BUY
$22.23 - $25.05 $189,799 - $213,876
8,538 New
8,538 $213,000
Q4 2023

Feb 14, 2024

SELL
$20.26 - $24.87 $23,481 - $28,824
-1,159 Reduced 11.22%
9,172 $225,000
Q2 2023

Aug 10, 2023

SELL
$26.45 - $35.34 $10,315 - $13,782
-390 Reduced 3.64%
10,331 $278,000
Q4 2022

Feb 13, 2023

SELL
$32.28 - $40.85 $11,653 - $14,746
-361 Reduced 3.26%
10,721 $397,000
Q4 2021

Feb 11, 2022

SELL
$41.25 - $45.91 $22,852 - $25,434
-554 Reduced 4.76%
11,082 $509,000
Q4 2020

Feb 16, 2021

SELL
$32.32 - $38.06 $17,517 - $20,628
-542 Reduced 4.45%
11,636 $407,000
Q2 2020

Aug 12, 2020

SELL
$24.64 - $36.77 $26,512 - $39,564
-1,076 Reduced 8.12%
12,178 $387,000
Q4 2019

Feb 11, 2020

BUY
$41.44 - $49.3 $60,170 - $71,583
1,452 Added 12.3%
13,254 $599,000
Q3 2019

Nov 13, 2019

BUY
$46.5 - $53.99 $325 - $377
7 Added 0.06%
11,802 $593,000
Q2 2019

Aug 14, 2019

BUY
$51.21 - $55.39 $604,021 - $653,325
11,795 New
11,795 $630,000
Q4 2018

Jan 31, 2019

SELL
$51.95 - $58.96 $635,919 - $721,729
-12,241 Closed
0 $0
Q1 2018

May 15, 2018

SELL
$42.53 - $47.93 $30,834 - $34,749
-725 Reduced 5.59%
12,241 $544,000
Q1 2017

Nov 28, 2017

BUY
N/A
3,053 Added 30.8%
12,966 $641,000
Q3 2016

Dec 04, 2017

BUY
N/A
9,913
9,913 $457,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $5.12B
  • 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 Shelton Capital Management Portfolio

Follow Shelton Capital Management 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 Shelton Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Shelton Capital Management with notifications on news.