Summit Global Investments / UGI
Summit Global Investments’s Ugi Corp New Position
Does Summit Global Investments own Ugi Corp New (UGI)? Not currently — the last reported position was 145.5K shares worth $8M in Q4 2018; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$8M
Q4 2018
Shares
145.5K
% of Portfolio
+1.20%
Quarters Held
1
position exited
Position History UGI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2018 | 145.5K | $8M | +1.20% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Global Investments’s full portfolio or all institutional holders of UGI.