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      Current Value of Holding

      $1.25M

      Shares

      36.3k

      % of Portfolio

      0.00%

      Average Buy Price

      $31.6

      Avg closing price
      Price range

      35 Ray Dalio UGI Trades

      Ray Dalio's position in UGI is currently worth $1.25M. That's 0.00% of their equity portfolio (455th largest holding). The first UGI trade was made in Q4 2006. Since then Ray Dalio bought shares eighteen more times and sold shares on sixteen occasions. The stake costed the investor $1.15M, netting the investor a gain of 8.9% so far.

      Avg closing price
      Price range
      Sold 73.0% shares (-98k shares) Q2 2025
      Avg closing price $34.43
      Price range $30.18 - $36.59
      New holding (+134k shares) Q1 2025
      Avg closing price $31.62
      Price range $27.99 - $34.16
      Sold -28.9k shares Q4 2024
      Avg closing price $26.10
      Price range $23.24 - $30.37
      Increased shares by 95.1% (+14.1k shares) Q3 2024
      Avg closing price $24.08
      Price range $22.23 - $25.05
      New holding (+14.8k shares) Q2 2024
      Avg closing price $24.23
      Price range $22.08 - $26.00
      Sold -49.5k shares Q1 2023
      Avg closing price $37.91
      Price range $32.68 - $42.62
      Increased shares by 49.9% (+16.5k shares) Q4 2022
      Avg closing price $36.14
      Price range $31.76 - $40.84
      Sold 11.2% shares (-4.16k shares) Q3 2022
      Avg closing price $39.45
      Price range $32.33 - $43.55
      Increased shares by 38.4% (+10.3k shares) Q2 2022
      Avg closing price $38.76
      Price range $34.30 - $44.54
      Increased shares by 136.5% (+15.5k shares) Q1 2022
      Avg closing price $40.00
      Price range $33.11 - $46.33
      New holding (+11.4k shares) Q4 2021
      Avg closing price $44.46
      Price range $41.25 - $45.91
      Sold -35.4k shares Q1 2019
      Avg closing price $54.71
      Price range $52.24 - $57.06
      New holding (+35.4k shares) Q4 2018
      Avg closing price $55.58
      Price range $51.95 - $58.96
      Sold -6.71k shares Q3 2018
      Avg closing price $53.89
      Price range $52.37 - $55.58
      Sold 46.6% shares (-5.86k shares) Q2 2018
      Avg closing price $48.45
      Price range $43.95 - $52.24
      New holding (+12.6k shares) Q1 2018
      Avg closing price $44.84
      Price range $42.53 - $47.93
      Sold -185k shares Q4 2011
      Avg closing price $18.88
      Price range $16.59 - $19.97
      New holding (+185k shares) Q3 2011
      Avg closing price $19.54
      Price range $17.29 - $21.67
      Sold -168k shares Q1 2011
      Avg closing price $21.38
      Price range $20.49 - $22.15
      Sold 7.7% shares (-14.1k shares) Q4 2010
      Avg closing price $20.28
      Price range $19.21 - $21.44

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