Skip to main content

Trustcore Financial Services, LLC

SEC CIK
0001730322
Latest filing
Feb 13, 2023

UGI holding history

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

UGI overviewAll 13F holders of UGIFull Q4 2022 holdings

Shares (Q4 2022)
81
Value
$3.00K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2021
Holdings of UGI by Trustcore Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202281$3.00K<0.1%+81NewHolders
Q3 20220$00.0%−43−100.0%Sold outHolders
Q2 202243$2.00K<0.1%00.0%UnchangedHolders
Q1 202243$2.00K<0.1%00.0%UnchangedHolders
Q4 202143$2.00K<0.1%00.0%UnchangedHolders
Q3 202143$2.00K<0.1%00.0%UnchangedHolders
Q2 202143$2.00K<0.1%00.0%UnchangedHolders
Q1 202143$2.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.