Current Value of Holding

$1.22M

Shares

35.2k

% of Portfolio

0.00%

Average Buy Price

$33

Avg closing price
Price range

19 Jeremy Grantham UGI Trades

Jeremy Grantham's position in UGI is currently worth $1.22M. That's 0.00% of their equity portfolio (473rd largest holding). The first UGI trade was made in Q1 2013. Since then Jeremy Grantham bought shares ten more times and sold shares on eight occasions. The stake costed the investor $1.16M, netting the investor a gain of 4.7% so far.

Avg closing price
Price range
Sold 55.6% shares (-44.1k shares) Q1 2026
Avg closing price $38.32
Price range $35.35 - $40.91
Increased shares by 0.0% (+11 shares) Q4 2025
Avg closing price $35.47
Price range $31.75 - $39.55
Sold 11.0% shares (-9.77k shares) Q3 2025
Avg closing price $34.96
Price range $32.64 - $37.14
Increased shares by 429.9% (+72.2k shares) Q2 2025
Avg closing price $34.43
Price range $30.18 - $36.59
Increased shares by 12.1% (+1.82k shares) Q1 2025
Avg closing price $31.62
Price range $27.99 - $34.16
New holding (+15k shares) Q4 2024
Avg closing price $26.10
Price range $23.24 - $30.37
Sold -78.3k shares Q3 2022
Avg closing price $39.45
Price range $32.33 - $43.55
Sold 76.0% shares (-247k shares) Q2 2022
Avg closing price $38.76
Price range $34.30 - $44.54
Increased shares by 3687.2% (+317k shares) Q1 2022
Avg closing price $40.00
Price range $33.11 - $46.33
Sold 19.6% shares (-2.1k shares) Q4 2021
Avg closing price $44.46
Price range $41.25 - $45.91
New holding (+10.7k shares) Q3 2021
Avg closing price $45.69
Price range $42.18 - $48.09
Sold -111k shares Q1 2018
Avg closing price $44.84
Price range $42.53 - $47.93
Increased shares by 22.5% (+20.3k shares) Q4 2017
Avg closing price $47.79
Price range $46.48 - $49.64
Increased shares by 1708.0% (+85.4k shares) Q3 2017
Avg closing price $48.82
Price range $46.86 - $50.93
New holding (+5k shares) Q2 2017
Avg closing price $49.72
Price range $47.66 - $51.68
Sold -12.8k shares Q4 2013
Avg closing price $26.96
Price range $25.50 - $28.11
Sold 42.6% shares (-9.48k shares) Q3 2013
Avg closing price $26.80
Price range $25.40 - $28.69
Increased shares by 29.2% (+5.04k shares) Q2 2013
Avg closing price $26.32
Price range $24.69 - $27.99
New holding (+17.2k shares) Q1 2013
Avg closing price $23.73
Price range $22.05 - $25.59

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!