Number of Shares
156,510.00
Current Holdings Value*
$5.18 Mil
% of Portfolio
0.34%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
12.85%

MERITAGE PORTFOLIO MANAGEMENT's UGI Corp Holding Summary

As of 2025-03-31, MERITAGE PORTFOLIO MANAGEMENT held 156,510.00 shares of UGI Corp(UGI), totaling $5.18 Mil. This investment constitutes 0.34% of their stock portfolio, and MERITAGE PORTFOLIO MANAGEMENT now holds 0.07% of the outstanding UGI Corp(UGI) stock.

The initial trade took place in 2020Q4. And since then MERITAGE PORTFOLIO MANAGEMENT has made 3 purchases of UGI, at an average price of $29.24, for a total of 328,629.00 shares. In addition, there have been 4 sales at an average price of $29.64 for 172,119.00 shares. Based on historical transaction data and UGI's current price of $36.70, MERITAGE PORTFOLIO MANAGEMENT's estimated gain on his UGI holdings is $1.23 Mil, reflecting a 12.85% gain to date.

MERITAGE PORTFOLIO MANAGEMENT UGI ($36.70) Holding Chart

MERITAGE PORTFOLIO MANAGEMENT UGI ($36.70) 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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