Ownership history in AIA Group Ltd Β· 11 quarters on record
This page tracks every 13F SEC filing in which AIA Group Ltd reported a position in UGI CORP NEW (UGI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π AIA Group Ltd underperformed the S&P 500 by β21.9% annually on this UGI position. Timing score: 56% (5/9 decisions correct). Average cost basis: $28.02. Maximum drawdown during holding period: β34.0%.
β Significantly underperformed the S&P 500 by 21.9% ann.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 9 add/trim decisions correct
Best entry: $22.24 (2024 Q1) Β· Worst: $32.60 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 3 trims. Bought during 2 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size