Renaissance Technologies’s UGI Holdings & Trades

First Buy
Q3 2013
Duration Held
49 Quarters
Largest Add
Q1 2020
+962,647 Shares
Current Position
386,583 Shares
$12.86 M Value

Renaissance Technologies's UGI Position Overview

Renaissance Technologies (via Renaissance Technologies LLC) currently holds 386,583 shares of UGI Corporation (UGI) worth $12.86 M, representing 0.02% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.

Based on 13F filings since 2013, Renaissance Technologies has maintained a long-term strategic position in UGI, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2020, adding 962,647 shares. Largest reduction occurred in Q2 2020, reducing 1.22 M shares.

Analysis based on 13F filings available since 2013 Q2

Renaissance Technologies's UGI Corporation (UGI) Holding Value Over Time

Track share changes against reported price movement

Quarterly UGI Corporation (UGI) Trades by Renaissance Technologies

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2013 +189,600 New Buy 189,600 $26.09
Q4 2013 +270,000 Add 142.41% 459,600 $27.64
Q1 2014 +186,600 Add 40.60% 646,200 $30.41
Q2 2014 +380,850 Add 58.94% 1.03 M $33.67
Q3 2014 +148,400 Add 14.45% 1.18 M $34.09
Q4 2014 +502,200 Add 42.72% 1.68 M $37.98
Q1 2015 +188,800 Add 11.25% 1.87 M $32.59
Q2 2015 +91,300 Add 4.89% 1.96 M $34.45
Q3 2015 +26,000 Add 1.33% 1.98 M $34.82
Q4 2015 +107,000 Add 5.39% 2.09 M $33.76
Q1 2016 +175,500 Add 8.39% 2.27 M $40.29
Q2 2016 -550,900 Reduce 24.31% 1.72 M $45.25
Q3 2016 -327,300 Reduce 19.08% 1.39 M $45.24
Q4 2016 -84,500 Reduce 6.09% 1.3 M $46.08
Q1 2017 -54,100 Reduce 4.15% 1.25 M $49.40
Q2 2017 -243,500 Reduce 19.49% 1.01 M $48.41
Q3 2017 +325,500 Add 32.36% 1.33 M $46.86
Q4 2017 +157,300 Add 11.81% 1.49 M $46.95
Q1 2018 +400,900 Add 26.93% 1.89 M $44.42
Q2 2018 +335,000 Add 17.73% 2.22 M $52.07
Q3 2018 +196,000 Add 8.81% 2.42 M $55.48
Q4 2018 +322,800 Add 13.34% 2.74 M $53.35
Q1 2019 -116,900 Reduce 4.26% 2.63 M $55.42
Q2 2019 -530,200 Reduce 20.19% 2.1 M $53.41
Q3 2019 -475,800 Reduce 22.70% 1.62 M $50.27
Q4 2019 -206,688 Reduce 12.75% 1.41 M $45.16
Q1 2020 +962,647 Add 68.09% 2.38 M $26.67
Q2 2020 -1.22 M Reduce 51.45% 1.15 M $31.80
Q3 2020 -434,900 Reduce 37.69% 718,945 $32.98
Q4 2020 -420,018 Reduce 58.42% 298,927 $34.96
Q1 2021 -298,927 Sold Out 298,927 $0.00
Q3 2021 +199,053 New Buy 199,053 $42.62
Q4 2021 -163,653 Reduce 82.22% 35,400 $45.90
Q1 2022 +675,183 Add 1907.30% 710,583 $36.22
Q2 2022 -690,000 Reduce 97.10% 20,583 $38.62
Q3 2022 +23,000 Add 111.74% 43,583 $32.33
Q4 2022 -38,083 Reduce 87.38% 5,500 $0.04
Q1 2023 -5,500 Sold Out 5,500 $0.00
Q4 2023 +271,488 New Buy 271,488 $24.60
Q1 2024 -51,305 Reduce 18.90% 220,183 $24.54
Q2 2024 -28,400 Reduce 12.90% 191,783 $22.90
Q3 2024 +711,800 Add 371.15% 903,583 $25.02
Q4 2024 +313,000 Add 34.64% 1.22 M $28.23
Q1 2025 -358,300 Reduce 29.45% 858,283 $33.07
Q2 2025 -311,600 Reduce 36.31% 546,683 $36.42
Q3 2025 -160,100 Reduce 29.29% 386,583 $33.26

Renaissance Technologies's UGI Corporation Investment FAQs

Renaissance Technologies first purchased UGI Corporation (UGI) in Q3 2013, acquiring 189,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Renaissance Technologies has held UGI Corporation (UGI) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Renaissance Technologies's largest addition to UGI Corporation (UGI) was in Q1 2020, adding 2,376,509 shares worth $63.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 386,583 shares of UGI Corporation (UGI), valued at approximately $12.86 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 0.02% of Renaissance Technologies'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.

Renaissance Technologies's peak holding in UGI Corporation (UGI) was 2,743,450 shares, as reported at the end of Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.