UGI β€” UGI CORP NEW

Ownership history in Olympiad Research LP  Β·  1 quarter on record

AI Ownership Summary

Olympiad Research LP reported UGI CORP NEW (UGI) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.41% in 2025 Q3. The latest visible filing shows UGI at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Olympiad Research LP's position in UGI CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UGI was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Olympiad Research LP held UGI β€” position size vs. price
% of Fund (quarterly)    UGI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 8,767 β€” β€” 0.41% $292K 2025-10-30 $32.75

🏒 Other funds also holding UGI

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.04%

FAQ About Olympiad Research LP and UGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Olympiad Research LP reported owning UGI?

Olympiad Research LP reported UGI across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported UGI position in Olympiad Research LP's portfolio?

The largest reported portfolio weight for UGI was 0.41% in 2025 Q3.

What is the latest reported UGI position on this page?

The most recent filing on this page is 2025 Q3, when Olympiad Research LP reported 8,767 shares, equal to 0.41% of portfolio, with an estimated market value of $292K.

What does the chart on this UGI ownership page compare?

The chart compares Olympiad Research LP's quarterly UGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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