UGI Corp. (UGI)

Sector:Utilities
Super Investor Stats:
Ownership count:3
Ownership rank:206
% of all portfolios:0.068%
Hold Price * :$25.02
History Portfolio Manager Activity Share change % change to portfolio
Q2  2024
Bill Miller - Miller Value Partners Add 41.92% 70,000 1.07
Q1  2024
Bill Miller - Miller Value Partners Buy 167,000 2.83
FPA Queens Road Small Cap Value Fund Add 10.18% 63,038 0.24
Q4  2023
FPA Queens Road Small Cap Value Fund Add 8.92% 50,704 0.20
First Eagle Investment Management Add 0.04% 2,878 0.00
Q3  2023
FPA Queens Road Small Cap Value Fund Add 40.67% 164,318 0.67
Q2  2023
FPA Queens Road Small Cap Value Fund Add 14.12% 50,000 0.29
Q4  2022
FPA Queens Road Small Cap Value Fund Add 39.63% 100,500 0.84
First Eagle Investment Management Add 2.34% 197,906 0.02
Q3  2022
FPA Queens Road Small Cap Value Fund Add 15.74% 34,491 0.29
Q2  2022
FPA Queens Road Small Cap Value Fund Add 119.08% 119,084 1.15
Q1  2022
FPA Queens Road Small Cap Value Fund Buy 100,000 0.81
Q1  2021
First Eagle Investment Management Add 26.16% 1,906,904 0.21
Q3  2020
First Eagle Investment Management Add 0.18% 12,894 0.00
Q2  2020
First Eagle Investment Management Add 0.10% 7,142 0.00
Q1  2020
First Eagle Investment Management Add 65.44% 2,903,987 0.28
Q4  2019
First Eagle Investment Management Add 30.93% 1,048,441 0.13
Q4  2017
Thomas Russo - Gardner Russo & Quinn Buy 1,500 0.00

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.