UGI UGI CORP NEW

Ownership history in EDMP, INC.  ·  20 quarters on record

This page tracks every 13F SEC filing in which EDMP, INC. reported a position in UGI CORP NEW (UGI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.0% (2025 Q2)
Avg. % of fund
3.13%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 119,333 -9,391 -7.3% 3.67% $4.5M $37.05
2025 Q3 REDUCED 128,724 -395 -0.3% 3.39% $4.3M $32.60
2025 Q2 REDUCED 129,119 -6,512 -4.8% 4.00% $4.7M $35.31
2025 Q1 REDUCED 135,631 -696 -0.5% 3.76% $4.5M $31.73
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UGI price (monthly, adj. close)
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