UGI — UGI CORP NEW

Ownership history in Scientech Research LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Scientech Research 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.

Peak position
0.28% (2024 Q2)
Avg. % of fund
0.15%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 13,162 -136 -1.0% 0.15% $438K $32.60
2025 Q2 REDUCED 13,298 -2,305 -14.8% 0.12% $484K $35.31
2025 Q1 ADDED 15,603 +3,638 +30.4% 0.14% $516K $31.73
2024 Q3 REDUCED 11,965 -48,065 -80.1% 0.06% $299K $23.42
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UGI price (monthly, adj. close)

Other funds also holding UGI

As of 2025 Q4 — sorted by position size

SNYDER CAPITAL MANAGEMENT L P 3Y 7Y 3.84% EDMP, INC. 3Y 7Y 3.67% MILLER VALUE PARTNERS, LLC 3Y 7Y 3.46% Portman Square Capital LLP 3Y 2.24% Callodine Capital Management, LP 3Y 7Y 2.03% Hartree Partners, LP 3Y 7Y 1.62% Bragg Financial Advisors, Inc 3Y 7Y 1.6% St. James Investment Company, LLC 3Y 7Y 1.42% SIR Capital Management, L.P. 3Y 7Y 1.37% RPG Investment Advisory, LLC 3Y 7Y 1.24%
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