Historical position

Renaissance Technologies LLC’s Ugi Corp New (UGI) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Renaissance Technologies LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2014Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares2.74MHighest verified quarter-end share count
Quarters reported27Verified quarters with shares above zero
What happened?

Renaissance Technologies LLC first reported Ugi Corp New in Q1 2014. The reported position was increased and reduced across later filings. Verified positive position history runs through Q3 2024. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2024
Bought 371.1% more+711.80K shares · 903.58K shares reported after the change
Filing context

Quarter-end price $25.02

Q2 2022
Sold 97.1% of the position−690.00K shares · 20.58K shares remained
Filing context

Quarter-end price $38.62

Q1 2021
Sold the entire position−298.93K shares · No shares reported at quarter-end
Q1 2020
Bought 68.1% more+962.65K shares · 2.38M shares reported after the change
Filing context

Quarter-end price $26.67

Q3 2019
Sold 22.7% of the position−475.80K shares · 1.62M shares remained
Filing context

Quarter-end price $50.27

Q2 2019
Sold 20.2% of the position−530.20K shares · 2.10M shares remained
Filing context

Quarter-end price $53.41

Portfolio importance

How important was Ugi Corp New in Renaissance Technologies LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q3 2024
Last reported rank#610Rank unavailable
Peak portfolio weight0.2%Q1 2016
Best historical rank#97Q1 2016
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$38.182026-09-16

Market context only; not an investor transaction price.

Latest filing quarter-end price$25.02Q3 2024

Derived from validated reported value and shares where supported.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

Coverage is bounded to the institution’s top reported positions and material events rather than every security in each Form 13F. The filing reflects reportable U.S.-listed holdings, not Renaissance’s secret models, complete trading book, exact trade dates or execution prices.