Steven Scruggs UGI Holdings History
Steven Scruggs's UGI Corp Holding Summary
As of 2025-03-31, FPA Queens Road Small Cap Value Fund held 832,135.00 shares of UGI Corp(UGI), totaling $27.52 Mil. This investment constitutes 3.76% of their stock portfolio, and FPA Queens Road Small Cap Value Fund now holds 0.39% of the outstanding UGI Corp(UGI) stock.
The initial trade took place in 2008Q2. And since then Steven Scruggs has made 13 purchases of UGI, at an average price of $30.87, for a total of 927,487.00 shares. In addition, there have been 2 sales at an average price of $49.15 for 95,352.00 shares. Based on historical transaction data and UGI's current price of $35.92, Steven Scruggs's estimated gain on his UGI holdings is $5.95 Mil, reflecting a 20.77% gain to date.
Steven Scruggs UGI ($35.92) Holding Chart
Steven Scruggs UGI ($35.92) 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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