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Paul Tudor Jones’s UGI UGI Stock Holding History

Paul Tudor Jones’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
Q2 		– Sell
-112,059
Closed -$4.08M – 4300
2026
Q1 		$4.08M Buy
112,059
+105,876
+1,712% +$3.98M 0.01% 1298
2025
Q4 		$231K Sell
6,183
-89,362
-94% -$3.16M ﹤0.01% 3207
2025
Q3 		$3.18M Buy
95,545
+66,946
+234% +$2.34M 0.01% 1503
2025
Q2 		$1.04M Buy
+28,599
New +$984K ﹤0.01% 2103
2024
Q3 		– Sell
-108,486
Closed -$2.48M – 3127
2024
Q2 		$2.48M Buy
108,486
+1,723
+2% +$41.7K 0.01% 955
2024
Q1 		$2.62M Buy
106,763
+29,471
+38% +$708K 0.02% 894
2023
Q4 		$1.9M Sell
77,292
-167,225
-68% -$3.69M 0.02% 1122
2023
Q3 		$5.62M Buy
244,517
+67,205
+38% +$1.67M 0.06% 452
2023
Q2 		$4.78M Buy
177,312
+160,943
+983% +$4.89M 0.06% 450
2023
Q1 		$569K Buy
+16,369
New +$621K 0.01% 1543
2019
Q3 		– Sell
-25,250
Closed -$1.35M – 1352
2019
Q2 		$1.35M Sell
25,250
-1,652
-6% -$87.9K 0.04% 442
2019
Q1 		$1.49M Buy
+26,902
New +$1.47M 0.06% 340
2018
Q2 		– Sell
-14,909
Closed -$662K – 1241
2018
Q1 		$662K Buy
14,909
+5,493
+58% +$246K 0.02% 477
2017
Q4 		$442K Buy
+9,416
New +$450K 0.01% 659
2017
Q1 		– Sell
-9,088
Closed -$419K – 1564
2016
Q4 		$419K Buy
9,088
+686
+8% +$30.7K 0.01% 815
2016
Q3 		$380K Sell
8,402
-988
-11% -$45.1K 0.01% 876
2016
Q2 		$425K Buy
9,390
+3,918
+72% +$165K 0.01% 949
2016
Q1 		$220K Buy
+5,472
New +$198K 0.01% 1462
2015
Q3 		– Sell
-7,145
Closed -$246K – 1762
2015
Q2 		$246K Buy
+7,145
New +$253K 0.01% 1218

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Paul Tudor Jones's UGI Position: Q2 2026 in Review

Paul Tudor Jones sold out of UGI (UGI) in Q2 2026, closing a stake of 112,059 shares — an estimated $4.08M sold.

Paul Tudor Jones first reported a position in UGI in Q2 2015 and held it in 19 quarters. The position peaked at $5.62M in Q3 2023. 618 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Paul Tudor Jones reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
  • Paul Tudor Jones sold 112,059 UGI shares in Q2 2026, an estimated $4.08M.
  • Paul Tudor Jones first reported a position in UGI in Q2 2015 and held it in 19 quarters.
  • Paul Tudor Jones's UGI position peaked at $5.62M in Q3 2023.
  • 618 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Tudor Investment Corp's 13F filing for Q2 2026, filed 14 Aug 2026.