Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  UGI Corp. (UGI)
← All UGI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 11,701 <0.01 Add 34.79% <0.01 $35.25–40.98 · VW $37.44i $426,150 SEC
2025   Q4 8,681 <0.01 $37.43 $324,930 SEC
2025   Q3 8,681 <0.01 Add 0.79% $31.62–36.96 · VW $34.00i $288,730 SEC
2025   Q2 8,613 <0.01 $36.42 $313,685 SEC
2025   Q1 8,613 <0.01 Add 0.85% $29.03–34.49 · VW $32.10i $284,832 SEC
2024   Q4 8,540 <0.01 Add 80.82% <0.01 $23.14–31.05 · VW $28.31i $241,084 SEC
2024   Q3 4,723 <0.01 Reduce 99.86% 0.17 $23.09–25.57 · VW $24.19i $118,169 SEC
2024   Q2 3,267,658 0.17 Reduce 29.04% 0.08 $22.01–26.15 · VW $24.31i $74,829,368 SEC
2024   Q1 4,604,757 0.26 Reduce 30.66% 0.12 $22.41–26.05 · VW $24.67i $113,000,736 SEC
2023   Q4 6,640,603 0.39 Add 0.04% <0.01 $20.32–25.35 · VW $22.60i $163,358,840 SEC
2023   Q3 6,637,725 0.39 Reduce 0.77% <0.01 $20.19–27.10 · VW $22.70i $152,667,675 SEC
2023   Q2 6,689,255 0.46 Reduce 9.26% 0.06 $25.58–34.26 · VW $28.94i $180,409,208 SEC
2023   Q1 7,371,891 0.68 Reduce 14.96% 0.13 $32.10–43.19 · VW $36.39i $256,246,931 SEC
2022   Q4 8,669,087 0.89 Add 2.34% 0.02 $33.88–41.52 · VW $38.41i $321,363,055 SEC
2022   Q3 8,471,181 0.83 Reduce 0.97% <0.01 $31.19–43.75 · VW $36.76i $273,873,000 SEC
2022   Q2 8,553,749 0.93 Reduce 0.34% <0.01 $34.11–44.54 · VW $40.60i $330,260,000 SEC
2022   Q1 8,583,216 0.76 Reduce 0.54% <0.01 $33.05–46.13 · VW $37.83i $310,884,000 SEC
2021   Q4 8,630,089 0.99 Reduce 2.47% 0.02 $41.24–47.04 · VW $44.54i $396,207,000 SEC
2021   Q3 8,848,514 0.97 Reduce 2.75% 0.03 $41.91–48.55 · VW $44.62i $377,124,000 SEC
2021   Q2 9,098,411 1.05 Reduce 1.07% 0.01 $42.96–48.20 · VW $45.72i $421,347,000 SEC
2021   Q1 9,196,730 1.00 Add 26.16% 0.21 $35.52–44.54 · VW $41.26i $377,158,000 SEC
2020   Q4 7,289,826 0.72 Reduce 0.98% <0.01 $32.19–38.34 · VW $35.51i $254,852,000 SEC
2020   Q3 7,361,758 0.73 Add 0.18% <0.01 $31.09–36.42 · VW $33.28i $242,791,000 SEC
2020   Q2 7,348,864 0.73 Add 0.10% <0.01 $26.95–36.89 · VW $32.39i $233,694,000 SEC
2020   Q1 7,341,722 0.71 Add 65.44% 0.28 $21.75–44.09 · VW $32.01i $195,804,000 SEC
2019   Q4 4,437,735 0.55 Add 30.93% 0.13 $40.52–48.20 · VW $43.44i $200,408,000 SEC
2019   Q3 3,389,294 0.48 Add 0.85% <0.01 $45.94–51.85 · VW $48.49i $170,380,000 SEC
2019   Q2 3,360,739 0.49 Reduce 0.17% <0.01 $49.62–55.17 · VW $51.96i $179,497,000 SEC
2019   Q1 3,366,332 0.51 Reduce 0.89% <0.01 $50.40–57.28 · VW $54.06i $186,562,000 SEC
2018   Q4 3,396,428 0.53 Reduce 42.03% 0.34 $50.71–59.31 · VW $55.68i $181,199,000 SEC
2018   Q3 5,858,957 0.82 Reduce 22.72% 0.22 $50.31–56.22 · VW $53.20i $325,055,000 SEC
2018   Q2 7,581,374 0.97 Reduce 0.15% <0.01 $47.56–54.09 · VW $51.60i $394,762,000 SEC
2018   Q1 7,592,604 0.84 Add 0.66% <0.01 $42.51–48.80 · VW $46.57i $337,263,000 SEC
2017   Q4 7,543,104 0.84 Add 0.59% <0.01 $45.58–49.77 · VW $47.04i $354,149,000 SEC
2017   Q3 7,499,119 0.79 Add 2.39% 0.02 $46.57–51.10 · VW $48.51i $351,409,000 SEC
2017   Q2 7,324,417 0.85 Add 2.84% 0.02 $45.91–52.00 · VW $49.46i $354,575,000 SEC
2017   Q1 7,121,890 0.87 Add 3.09% 0.03 $45.44–50.55 · VW $48.72i $351,821,000 SEC
2016   Q4 6,908,698 0.82 Reduce 0.67% <0.01 $41.79–47.10 · VW $45.09i $318,353,000 SEC
2016   Q3 6,955,242 0.80 Reduce 0.72% <0.01 $42.86–48.13 · VW $45.76i $314,655,000 SEC
2016   Q2 7,005,599 0.81 Add 0.30% <0.01 $39.44–45.65 · VW $43.45i $317,003,000 SEC
2016   Q1 6,984,805 0.72 Add 0.35% <0.01 $33.33–41.43 · VW $38.33i $281,418,000 SEC
2015   Q4 6,960,537 0.60 Add 106.25% 0.31 $31.51–37.51 · VW $34.34i $234,988,000 SEC
2015   Q3 3,374,827 0.31 Buy 0.31 $32.80–36.94 · VW $35.47i $117,511,000 SEC
Price snapshot:
Current price$36.31
Avg. buy price$33.17
+/- since buy9.48%
52-week low$30.66
52-week high$40.48