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Disclosery

Sterling Capital Management LLC: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Capital Management LLC on UGI, newest first. How the timeline and the estimate are built.

Sterling Capital Management LLC held 6,464 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,464 shares
    Change vs previous 13F -750 shares

    <0.01% of the 13F portfolio, value $223,267.

    13F-HR 0001398344-26-012836 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 7,214 shares
    Change vs previous 13F -13,964 shares

    <0.01% of the 13F portfolio, value $262,734.

    13F-HR 0001398344-26-006811 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 21,178 shares
    Change vs previous 13F -547 shares

    0.01% of the 13F portfolio, value $792,693.

    13F-HR 0001398344-26-003032 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 21,725 shares
    Change vs previous 13F -1,295 shares

    0.01% of the 13F portfolio, value $722,574.

    13F-HR 0001398344-25-020719 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 23,020 shares
    Change vs previous 13F -19,161 shares

    0.01% of the 13F portfolio, value $838,388.

    13F-HR/A 0001398344-25-014776 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 42,181 shares
    Change vs previous 13F +29,644 shares

    0.02% of the 13F portfolio, value $1,394,926.

    13F-HR 0001398344-25-009257 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,537 shares
    Change vs previous 13F -9,021 shares

    <0.01% of the 13F portfolio, value $353,920.

    13F-HR 0001398344-25-002700 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,558 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $539,381.

    13F-HR 0001398344-24-020415 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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