Current Value of Holding

$610 Thousand

Shares

16.8 Thousand

% of Portfolio

0.00%

Average Buy Price

$26.7

Avg closing price
Price range

15 Jeremy Grantham UGI Trades

Jeremy Grantham's position in UGI is currently worth $610 Thousand. That's 0.00% of their equity portfolio (504th largest holding). The first UGI trade was made in Q1 2013. Since then Jeremy Grantham bought shares eight more times and sold shares on six occasions. The stake costed the investor $449 Thousand, netting the investor a gain of 36% so far.

Avg closing price
Price range
Increased shares by 12.1% (+1.82 Thousand shares) Q1 2025
Avg closing price $31.62
Price range $27.99 - $34.16
New holding (+15 Thousand shares) Q4 2024
Avg closing price $26.10
Price range $23.24 - $30.37
Sold -78.3 Thousand shares Q3 2022
Avg closing price $39.45
Price range $32.33 - $43.55
Sold 76.0% shares (-247 Thousand shares) Q2 2022
Avg closing price $38.76
Price range $34.30 - $44.54
Increased shares by 3687.2% (+317 Thousand shares) Q1 2022
Avg closing price $40.00
Price range $33.11 - $46.33
Sold 19.6% shares (-2.1 Thousand shares) Q4 2021
Avg closing price $44.46
Price range $41.25 - $45.91
New holding (+10.7 Thousand shares) Q3 2021
Avg closing price $45.69
Price range $42.18 - $48.09
Sold -111 Thousand shares Q1 2018
Avg closing price $44.84
Price range $42.53 - $47.93
Increased shares by 22.5% (+20.3 Thousand shares) Q4 2017
Avg closing price $47.79
Price range $46.48 - $49.64
Increased shares by 1708.0% (+85.4 Thousand shares) Q3 2017
Avg closing price $48.82
Price range $46.86 - $50.93
New holding (+5 Thousand shares) Q2 2017
Avg closing price $49.72
Price range $47.66 - $51.68
Sold -12.8 Thousand shares Q4 2013
Avg closing price $26.96
Price range $25.50 - $28.11
Sold 42.6% shares (-9.48 Thousand shares) Q3 2013
Avg closing price $26.80
Price range $25.40 - $28.69
Increased shares by 29.2% (+5.04 Thousand shares) Q2 2013
Avg closing price $26.32
Price range $24.69 - $27.99
New holding (+17.2 Thousand shares) Q1 2013
Avg closing price $23.73
Price range $22.05 - $25.59

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