Gilbert & Cook, Inc.

SEC CIK: 0001675762
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

UGI holding history

Ugi Corp in every 13F filed by Gilbert & Cook, Inc., 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 Q2 2026 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2021

Holdings of UGI by Gilbert & Cook, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−6,801−100.0%	Sold out	Holders
Q4 2021	6,801	$312.0K	0.1%	+264+4.0%	Added	Holders
Q3 2021	6,537	$279.0K	<0.1%	+312+5.0%	Added	Holders
Q2 2021	6,225	$288.0K	0.1%	+6,225	New	Holders