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Disclosery

Cannell & Co.: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cannell & Co. on UGI, newest first. How the timeline and the estimate are built.

Cannell & Co. held 0 UGI shares at 2023-06-30 per its 13F-HR filed 2023-08-09.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -71,517 shares

    13F-HR 0000016972-23-000004 filed by Cannell & Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-03-31
    13F 71,517 shares
    Change vs previous 13F -6,051 shares

    0.09% of the 13F portfolio, value $2,485,931.

    13F-HR 0000016972-23-000003 filed by Cannell & Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-12-31
    13F 77,568 shares
    Change vs previous 13F -8,009 shares

    0.1% of the 13F portfolio, value $2,875,446.

    13F-HR 0000016972-23-000002 filed by Cannell & Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-09-30
    13F 85,577 shares
    Change vs previous 13F +449 shares

    0.11% of the 13F portfolio, value $2,767,000.

    13F-HR 0000016972-22-000008 filed by Cannell & Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-06-30
    13F 85,128 shares
    Change vs previous 13F -38,600 shares

    0.12% of the 13F portfolio, value $3,287,000.

    13F-HR 0000016972-22-000007 filed by Cannell & Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-03-31
    13F 123,728 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,481,000.

    13F-HR 0000016972-22-000006 filed by Cannell & Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).