Ownership history in MATHER GROUP, LLC. · 5 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 987 | +966 | +4600.0% | 0.00% | $33K | $32.60 |
| 2025 Q1 | UNCHANGED | 21 | — | 0% | 0.00% | $694 | $31.73 |
| 2024 Q4 | UNCHANGED | 21 | — | 0% | 0.00% | $593 | $26.78 |
| 2024 Q3 | REDUCED | 21 | -142 | -87.1% | 0.00% | $525 | $23.42 |
| 2024 Q1 | INITIATED | 163 | — | — | 0.00% | $4K | — |
As of 2025 Q4 — sorted by position size