Ray Dalio's UGI Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 67,840 shares of UGI Corporation (UGI) worth $2.54 M, representing 0.01% of the portfolio. First purchased in 2018-Q1, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in UGI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 134,296 shares. Largest reduction occurred in Q2 2025, reducing 98,044 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's UGI Corporation (UGI) Holding Value Over Time
Track share changes against reported price movement
Quarterly UGI Corporation (UGI) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2018 | +12,565 | New Buy | 12,565 | $44.41 |
| Q2 2018 | -5,856 | Reduce 46.61% | 6,709 | $52.02 |
| Q3 2018 | -6,709 | Sold Out | 0 | $0.00 |
| Q4 2018 | +35,399 | New Buy | 35,399 | $53.36 |
| Q1 2019 | -35,399 | Sold Out | 0 | $0.00 |
| Q4 2021 | +11,363 | New Buy | 11,363 | $45.94 |
| Q1 2022 | +15,505 | Add 136.45% | 26,868 | $36.21 |
| Q2 2022 | +10,306 | Add 38.36% | 37,174 | $38.60 |
| Q3 2022 | -4,158 | Reduce 11.19% | 33,016 | $32.32 |
| Q4 2022 | +16,462 | Add 49.86% | 49,478 | $37.07 |
| Q1 2023 | -49,478 | Sold Out | 0 | $0.00 |
| Q2 2024 | +14,829 | New Buy | 14,829 | $22.90 |
| Q3 2024 | +14,105 | Add 95.12% | 28,934 | $25.02 |
| Q4 2024 | -28,934 | Sold Out | 0 | $0.00 |
| Q1 2025 | +134,296 | New Buy | 134,296 | $33.07 |
| Q2 2025 | -98,044 | Reduce 73.01% | 36,252 | $36.42 |
| Q3 2025 | -36,252 | Sold Out | 0 | $0.00 |
| Q4 2025 | +67,840 | New Buy | 67,840 | $37.43 |
Ray Dalio's UGI Corporation Investment FAQs
Ray Dalio first purchased UGI Corporation (UGI) in Q1 2018, acquiring 12,565 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held UGI Corporation (UGI) for 18 quarters since Q1 2018.
Ray Dalio's largest addition to UGI Corporation (UGI) was in Q1 2025, adding 134,296 shares worth $4.44 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 67,840 shares of UGI Corporation (UGI), valued at approximately $2.54 M.
As of the Q4 2025 filing, UGI Corporation (UGI) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in UGI Corporation (UGI) was 134,296 shares, as reported at the end of Q1 2025.