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Sofos Investments, Inc.

SEC CIK
0001741736
Latest filing
May 8, 2026

UGI holding history

Ugi Corp in every 13F filed by Sofos Investments, Inc., 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 Q1 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2022
Holdings of UGI by Sofos Investments, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−6−100.0%Sold outHolders
Q1 20246$144<0.1%+6NewHolders
Q3 20230$00.0%−27−100.0%Sold outHolders
Q2 202327$230<0.1%+27NewHolders
Q1 20230$00.0%−37−100.0%Sold outHolders
Q4 202237$1.80K<0.1%+37NewHolders