Foundry Partners, LLC

SEC CIK: 0001573913
Latest filing: May 5, 2025

SEC filings (opens in a new tab)

UGI holding history

Ugi Corp in every 13F filed by Foundry Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UGI overview All 13F holders of UGI Full Q1 2025 holdings

Shares (Q1 2025): 268,210
Value: $8.87M
% of portfolio: 0.5%
Quarters held: 3; Since Q3 2024

Holdings of UGI by Foundry Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	268,210	$8.87M	0.5%	−74,229−21.7%	Reduced	Holders
Q4 2024	342,439	$9.67M	0.5%	−41,241−10.7%	Reduced	Holders
Q3 2024	383,680	$9.60M	0.5%	+383,680	New	Holders