Jeremy Grantham's UGI Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 79,274 shares of UGI Corporation (UGI) worth $2.64 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in UGI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 317,100 shares. Largest reduction occurred in Q2 2022, reducing 247,400 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's UGI Corporation (UGI) Holding Value Over Time
Track share changes against reported price movement
Quarterly UGI Corporation (UGI) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +33,416 | Add 0.00% | 33,414 | $26.07 |
| Q3 2013 | -14,226 | Reduce 42.57% | 19,188 | $26.11 |
| Q4 2013 | -19,188 | Sold Out | 0 | $0.00 |
| Q2 2017 | +5,000 | New Buy | 5,000 | $48.40 |
| Q3 2017 | +85,400 | Add 1708.00% | 90,400 | $46.86 |
| Q4 2017 | +20,300 | Add 22.46% | 110,700 | $46.95 |
| Q1 2018 | -110,700 | Sold Out | 0 | $0.00 |
| Q3 2021 | +10,703 | New Buy | 10,703 | $42.60 |
| Q4 2021 | -2,103 | Reduce 19.65% | 8,600 | $45.93 |
| Q1 2022 | +317,100 | Add 3687.21% | 325,700 | $36.22 |
| Q2 2022 | -247,400 | Reduce 75.96% | 78,300 | $38.61 |
| Q3 2022 | -78,300 | Sold Out | 0 | $0.00 |
| Q4 2024 | +14,984 | New Buy | 14,984 | $28.23 |
| Q1 2025 | +1,819 | Add 12.14% | 16,803 | $33.07 |
| Q2 2025 | +72,237 | Add 429.91% | 89,040 | $36.42 |
| Q3 2025 | -9,766 | Reduce 10.97% | 79,274 | $33.26 |
Jeremy Grantham's UGI Corporation Investment FAQs
Jeremy Grantham first purchased UGI Corporation (UGI) in Q2 2013, acquiring 33,414 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held UGI Corporation (UGI) for 16 quarters since Q2 2013.
Jeremy Grantham's largest addition to UGI Corporation (UGI) was in Q1 2022, adding 325,700 shares worth $11.8 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 79,274 shares of UGI Corporation (UGI), valued at approximately $2.64 M.
As of the Q3 2025 filing, UGI Corporation (UGI) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in UGI Corporation (UGI) was 325,700 shares, as reported at the end of Q1 2022.