Jim Simons UGI Corp.

Current Value of Holding

$6.93 Million

Shares

271 Thousand

% of Portfolio

0.01%

Average Buy Price

$22.1

Avg closing price
Price range
Jim Simons Portfolio Stock Details (UGI)

39 Jim Simons UGI Trades

Jim Simons's position in UGI is currently worth $6.93 Million. That's 0.01% of their equity portfolio (1099th largest holding). The first UGI trade was made in Q3 2013. Since then Jim Simons bought shares 21 more times and sold shares on seventeen occasions. The stake costed the investor $5.99 Million, netting the investor a gain of 16% so far.

Avg closing price
Price range
New holding (+271 Thousand shares) Q4 2023
Avg closing price $22.06
Price range $20.26 - $24.87
Sold -5.5 Thousand shares Q1 2023
Avg closing price $37.91
Price range $32.68 - $42.62
Sold 87.4% shares (-38.1 Thousand shares) Q4 2022
Avg closing price $36.14
Price range $31.76 - $40.84
Increased shares by 111.7% (+23 Thousand shares) Q3 2022
Avg closing price $39.45
Price range $32.33 - $43.55
Sold 97.1% shares (-690 Thousand shares) Q2 2022
Avg closing price $38.76
Price range $34.30 - $44.54
Increased shares by 1907.3% (+675 Thousand shares) Q1 2022
Avg closing price $40.00
Price range $33.11 - $46.33
Sold 82.2% shares (-164 Thousand shares) Q4 2021
Avg closing price $44.46
Price range $41.25 - $45.91
New holding (+199 Thousand shares) Q3 2021
Avg closing price $45.69
Price range $42.18 - $48.09
Sold -299 Thousand shares Q1 2021
Avg closing price $38.65
Price range $34.79 - $41.84
Sold 58.4% shares (-420 Thousand shares) Q4 2020
Avg closing price $35.00
Price range $32.32 - $38.06
Sold 37.7% shares (-435 Thousand shares) Q3 2020
Avg closing price $33.17
Price range $29.87 - $35.56
Sold 51.4% shares (-1.22 Million shares) Q2 2020
Avg closing price $30.33
Price range $24.64 - $36.77
Increased shares by 68.1% (+963 Thousand shares) Q1 2020
Avg closing price $37.88
Price range $22.92 - $44.76
Sold 12.8% shares (-207 Thousand shares) Q4 2019
Avg closing price $45.81
Price range $41.44 - $49.30
Sold 22.7% shares (-476 Thousand shares) Q3 2019
Avg closing price $49.97
Price range $46.50 - $53.99
Sold 20.2% shares (-530 Thousand shares) Q2 2019
Avg closing price $53.22
Price range $51.21 - $55.39
Sold 4.3% shares (-117 Thousand shares) Q1 2019
Avg closing price $54.71
Price range $52.24 - $57.06
Increased shares by 13.3% (+323 Thousand shares) Q4 2018
Avg closing price $55.58
Price range $51.95 - $58.96
Increased shares by 8.8% (+196 Thousand shares) Q3 2018
Avg closing price $53.89
Price range $52.37 - $55.58
Increased shares by 17.7% (+335 Thousand shares) Q2 2018
Avg closing price $48.45
Price range $43.95 - $52.24
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