A detailed history of Summit Trail Advisors, LLC transactions in Ugi Corp stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 8,796 shares of UGI stock, worth $248,750. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,796
Previous 9,058 2.89%
Holding current value
$248,750
Previous $207,000 5.8%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$22.23 - $25.05 $5,824 - $6,563
-262 Reduced 2.89%
8,796 $219,000
Q2 2024

Aug 13, 2024

BUY
$22.08 - $26.0 $200,000 - $235,508
9,058 New
9,058 $207,000
Q1 2018

May 21, 2018

BUY
$42.53 - $47.93 $708,549 - $798,513
16,660 Added 4988.02%
16,994 $17,000
Q4 2017

Feb 14, 2018

BUY
$46.48 - $49.64 $15,524 - $16,579
334
334 $16,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $5.92B
  • 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
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