Jim Simons
UGI icon

Jim Simons’s UGI UGI Stock Holding History

Jim Simons’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
2026
Q1 		$13.1M Buy
360,783
+146,563
+68% +$5.51M 0.02% 828
2025
Q4 		$8.02M Sell
214,220
-172,363
-45% -$6.1M 0.01% 1034
2025
Q3 		$12.9M Sell
386,583
-160,100
-29% -$5.6M 0.02% 960
2025
Q2 		$19.9M Sell
546,683
-311,600
-36% -$10.7M 0.03% 718
2025
Q1 		$28.4M Sell
858,283
-358,300
-29% -$11.4M 0.04% 519
2024
Q4 		$34.3M Buy
1,216,583
+313,000
+35% +$8.12M 0.05% 447
2024
Q3 		$22.6M Buy
903,583
+711,800
+371% +$17.1M 0.03% 610
2024
Q2 		$4.39M Sell
191,783
-28,400
-13% -$688K 0.01% 1392
2024
Q1 		$5.4M Sell
220,183
-51,305
-19% -$1.23M 0.01% 1366
2023
Q4 		$6.68M Buy
+271,488
New +$5.99M 0.01% 1170
2023
Q1 		– Sell
-5,500
Closed -$204K – 4408
2022
Q4 		$204K Sell
5,500
-38,083
-87% -$1.38M ﹤0.01% 3409
2022
Q3 		$1.41M Buy
43,583
+23,000
+112% +$907K ﹤0.01% 2276
2022
Q2 		$795K Sell
20,583
-690,000
-97% -$26.7M ﹤0.01% 2859
2022
Q1 		$25.7M Buy
710,583
+675,183
+1,907% +$27M 0.03% 626
2021
Q4 		$1.63M Sell
35,400
-163,653
-82% -$7.28M ﹤0.01% 2301
2021
Q3 		$8.48M Buy
+199,053
New +$9.1M 0.01% 1132
2021
Q1 		– Sell
-298,927
Closed -$10.4M – 3724
2020
Q4 		$10.4M Sell
298,927
-420,018
-58% -$14.7M 0.01% 1138
2020
Q3 		$23.7M Sell
718,945
-434,900
-38% -$14.4M 0.02% 656
2020
Q2 		$36.7M Sell
1,153,845
-1,222,664
-51% -$37.1M 0.03% 529
2020
Q1 		$63.4M Buy
2,376,509
+962,647
+68% +$36.5M 0.06% 319
2019
Q4 		$63.9M Sell
1,413,862
-206,688
-13% -$9.47M 0.05% 425
2019
Q3 		$81.5M Sell
1,620,550
-475,800
-23% -$23.8M 0.07% 342
2019
Q2 		$112M Sell
2,096,350
-530,200
-20% -$28.2M 0.1% 235
2019
Q1 		$146M Sell
2,626,550
-116,900
-4% -$6.4M 0.13% 170
2018
Q4 		$146M Buy
2,743,450
+322,800
+13% +$17.9M 0.16% 130
2018
Q3 		$134M Buy
2,420,650
+196,000
+9% +$10.6M 0.14% 155
2018
Q2 		$116M Buy
2,224,650
+335,000
+18% +$16.2M 0.13% 160
2018
Q1 		$83.9M Buy
1,889,650
+400,900
+27% +$18M 0.09% 253
2017
Q4 		$69.9M Buy
1,488,750
+157,300
+12% +$7.52M 0.08% 307
2017
Q3 		$62.4M Buy
1,331,450
+325,500
+32% +$15.9M 0.07% 331
2017
Q2 		$48.7M Sell
1,005,950
-243,500
-19% -$12.1M 0.06% 383
2017
Q1 		$61.7M Sell
1,249,450
-54,100
-4% -$2.57M 0.09% 281
2016
Q4 		$60.1M Sell
1,303,550
-84,500
-6% -$3.78M 0.1% 257
2016
Q3 		$62.8M Sell
1,388,050
-327,300
-19% -$14.9M 0.11% 199
2016
Q2 		$77.6M Sell
1,715,350
-550,900
-24% -$23.2M 0.15% 118
2016
Q1 		$91.3M Buy
2,266,250
+175,500
+8% +$6.37M 0.17% 97
2015
Q4 		$70.6M Buy
2,090,750
+107,000
+5% +$3.71M 0.15% 116
2015
Q3 		$69.1M Buy
1,983,750
+26,000
+1% +$908K 0.16% 107
2015
Q2 		$67.4M Buy
1,957,750
+91,300
+5% +$3.24M 0.15% 119
2015
Q1 		$60.8M Buy
1,866,450
+188,800
+11% +$6.62M 0.13% 157
2014
Q4 		$63.7M Buy
1,677,650
+502,200
+43% +$18.5M 0.15% 122
2014
Q3 		$40.1M Buy
1,175,450
+148,400
+14% +$5.05M 0.11% 200
2014
Q2 		$34.6M Buy
1,027,050
+380,850
+59% +$12M 0.08% 273
2014
Q1 		$19.6M Buy
646,200
+186,600
+41% +$5.37M 0.05% 492
2013
Q4 		$12.7M Buy
459,600
+270,000
+142% +$7.28M 0.03% 677
2013
Q3 		$4.95M Buy
+189,600
New +$5.08M 0.01% 1169

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jim Simons's UGI Position: Q1 2026 in Review

Jim Simons increased its UGI (UGI) stake by 68% in Q1 2026, buying an estimated $5.51M and bringing the position to 360,783 shares worth $13.1M. The position accounts for 0.02% of the portfolio, ranked #828.

Jim Simons first reported a position in UGI in Q3 2013 and has held it in 46 quarters since. The position peaked at $146M in Q4 2018. 595 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Jim Simons held 360,783 shares of UGI worth $13.1M as of Q1 2026.
  • Jim Simons bought 146,563 UGI shares in Q1 2026, an estimated $5.51M.
  • UGI made up 0.02% of Jim Simons's portfolio in Q1 2026, its #828 holding.
  • Jim Simons first reported a position in UGI in Q3 2013 and has held it in 46 quarters since.
  • Jim Simons's UGI position peaked at $146M in Q4 2018.
  • 595 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.