HENNESSY ADVISORS INC UGI Holdings History

Number of Shares
2.17 Mil
Current Holdings Value*
$71.73 Mil
% of Portfolio
2.39%
Total Estimate Gain
$23.37 Mil
% of Total Estimate Gain
17.11%

HENNESSY ADVISORS INC's UGI Corp Holding Summary

As of 2025-03-31, HENNESSY ADVISORS INC held 2.17 Mil shares of UGI Corp(UGI), totaling $71.73 Mil. This investment constitutes 2.39% of their stock portfolio, and HENNESSY ADVISORS INC now holds 1.01% of the outstanding UGI Corp(UGI) stock.

The initial trade took place in 2013Q2. And since then HENNESSY ADVISORS INC has made 16 purchases of UGI, at an average price of $31.84, for a total of 4.29 Mil shares. In addition, there have been 27 sales at an average price of $39.22 for 2.12 Mil shares. Based on historical transaction data and UGI's current price of $35.40, HENNESSY ADVISORS INC's estimated gain on his UGI holdings is $23.37 Mil, reflecting a 17.11% gain to date.

HENNESSY ADVISORS INC UGI ($35.40) Holding Chart

HENNESSY ADVISORS INC UGI ($35.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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