Bill Miller’s UGI Holdings & Trades

First Buy
Q1 2024
Duration Held
7 Quarters
Largest Add
Q1 2024
+167,000 Shares
Current Position
262,000 Shares
$8.71 M Value

Bill Miller's UGI Position Overview

Bill Miller (via Miller Value Partners, LLC) currently holds 262,000 shares of UGI Corporation (UGI) worth $8.71 M, representing 3.20% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 7 quarters.

Based on 13F filings, Bill Miller has maintained this position in UGI for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 90,000 shares. Largest reduction occurred in Q3 2024, reducing 35,000 shares.

Analysis based on 13F filings available since 2013 Q2

Bill Miller's UGI Corporation (UGI) Holding Value Over Time

Track share changes against reported price movement

Quarterly UGI Corporation (UGI) Trades by Bill Miller

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2024 +167,000 New Buy 167,000 $24.54
Q2 2024 +70,000 Add 41.92% 237,000 $22.90
Q3 2024 -35,000 Reduce 14.77% 202,000 $25.02
Q4 2024 +90,000 Add 44.55% 292,000 $28.23
Q3 2025 -30,000 Reduce 10.27% 262,000 $33.26

Bill Miller's UGI Corporation Investment FAQs

Bill Miller first purchased UGI Corporation (UGI) in Q1 2024, acquiring 167,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Bill Miller has held UGI Corporation (UGI) for 7 quarters since Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Bill Miller's largest addition to UGI Corporation (UGI) was in Q1 2024, adding 167,000 shares worth $4.1 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Bill Miller's firm, Miller Value Partners, LLC, owns 262,000 shares of UGI Corporation (UGI), valued at approximately $8.71 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, UGI Corporation (UGI) represents approximately 3.20% of Bill Miller's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Bill Miller's peak holding in UGI Corporation (UGI) was 292,000 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.