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Adds vs. Reduces by Quarter
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UGI —
UGI CORP NEW
CUSIP: 902681105 · Held by 6 superinvestors · Combined value: $88,925,484
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | FPA Queens Road | 1.6% | $49,271,430 | 1,316,362 | ADD | +207,861 |
| 2 | Ken Griffin | 0.0% | $18,964,958 | 506,678 | ADD | +55,582 |
| 3 | Bill Miller | 3.5% | $9,806,660 | 262,000 | - | - |
| 4 | Jim Simons | 0.0% | $8,018,255 | 214,220 | REDUCE | -172,363 |
| 5 | Ray Dalio | 0.0% | $2,539,251 | 67,840 | NEW BUY | +67,840 |
| 6 | First Eagle Investment Mgmt | 0.0% | $324,930 | 8,681 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +67,840 | New |
| FPA Queens Road | ADD | +207,861 | +18.8% |
| Ken Griffin | ADD | +55,582 | +12.3% |
| Jim Simons | REDUCE | -172,363 | -44.6% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| FPA Queens Road | ADD | +211,632 | +23.6% |
| First Eagle Investment Mgmt | ADD | +68 | +0.8% |
| Bill Miller | REDUCE | -30,000 | -10.3% |
| Jim Simons | REDUCE | -160,100 | -29.3% |
| Ken Griffin | REDUCE | -659,312 | -59.4% |
| Ray Dalio | SOLD | -36,252 | Exit |
Who Owns UGI? Superinvestor Holdings
UGI CORP NEW is held by 6 tracked superinvestors, with a combined position value of $89 million . The largest positions are held by FPA Queens Road (1.6% of portfolio), Ken Griffin (0.0% of portfolio), Bill Miller (3.5% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 1 reduced or exited.