Corvex Management’s UGI UGI Stock Holding History

Corvex Management’s Portfolio UGI Stock Details UGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,960,815	Closed	-$64.8M	–	36
2025 Q1	$64.8M	Hold	1,960,815	–	–	2.45%	16
2024 Q4	$55.4M	Buy	+1,960,815	New	+$50.9M	1.53%	22

Other funds holding UGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corvex Management's UGI Position: Q2 2025 in Review

Corvex Management sold out of UGI (UGI) in Q2 2025, closing a stake of 1,960,815 shares — an estimated $64.8M sold.

Corvex Management first reported a position in UGI in Q4 2024 and held it in 2 quarters. The position peaked at $64.8M in Q1 2025. 594 funds tracked by Wall St. Rank hold UGI as of Q2 2025.

Corvex Management reported no remaining UGI position as of Q2 2025 after selling out during the quarter.
Corvex Management sold 1,960,815 UGI shares in Q2 2025, an estimated $64.8M.
Corvex Management first reported a position in UGI in Q4 2024 and held it in 2 quarters.
Corvex Management's UGI position peaked at $64.8M in Q1 2025.
594 funds tracked by Wall St. Rank held UGI as of Q2 2025.

Based on Corvex Management's 13F filing for Q2 2025, filed 14 Aug 2025.