UGIUGI CORP NEW

Take Profit / Trim62

Notable Interest

Smart Money Trend

High 83Low 39+9.7 since 22-Q1

View as data table

Quarter	Score
2022-Q1	51.8
2022-Q3	40.8
2022-Q4	50.3
2023-Q2	41.7
2023-Q3	49.1
2023-Q4	65.6
2024-Q1	39.4
2024-Q2	40.4
2024-Q3	80.0
2024-Q4	80.4
2025-Q1	82.6
2025-Q2	83.1
2025-Q3	80.9
2025-Q4	81.7
2026-Q1	75.5
2026-Q2	61.5

Aging — next filings due soon — Q2 2026 • ended Jun 30, 2026 • 13F due ~Aug 14 • 124d old • 16/17 funds filed • latest filing Sep 2 • prices as of 9:50 PM ET

$36.78+48.4%vs tracked

Investor Action VerdictTake Profit / Trim

Funds reducing exposure or consensus momentum fading

Superinvestor Flow

Moderate Accumulation

Why This Verdict

•Consensus score of 61.5/100 (Notable Interest) held by 2 funds.
•Unanimous buying: 1 fund accumulating (0 new, 1 adds) with 0 selling.
•Extended: price has surged +48.4% above funds' basis — elevated risk of buying at local peak.
•Score trend: -14.0 pts vs previous quarter.

Entry Timing & ZoneExtended Risk

Trading +48.4% above funds' purchase price — elevated pullback risk

Current Price:$36.78

Funds' Basis:~$24.78

Target Entry:< $27.26

Aggregate Fund Flow (UGI)

Moderate Accumulation(+25 score)

Net: +1 funds

1 Buyers1 Holds0 Sellers

2 active funds

2 of 18 tracked funds hold UGI. Avg conviction: 0.5%. Net adding. First tracked at $24.78 (current +48.4% vs tracked).

Am I Late?

48.4% abovetheir avg tracked price

Tracked: $24.78Current: $36.78

Per-fund first tracked prices

Miller Value Partners$24.54(2024-Q1)

Citadel Advisors$25.02(2024-Q3)

How Convicted?

0.5%avg portfolio allocation

Miller Value Partners has 1.0% in this stock

Top 5 (0)Mid (0)Small (2)

Fund breakdown

Miller Value PartnersCitadel Advisors

Which Way Is the Wind Blowing?

Moderate Accumulation(+25 score)

Net: +1 funds

1 Buyers1 Holds0 Sellers

2 active funds

Per-fund actions

Miller Value PartnersHold

Citadel AdvisorsAdd

Did It Work?

+48.4%avg return since tracked

S&P 500: -63.9%Alpha: +112.4%

Per-fund returns

Miller Value Partners+49.9%(from $24.54)

Citadel Advisors+47.0%(from $25.02)

About this data

Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.

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Fund Holders (2 funds)

Fund	% of Portfolio	Value	First Tracked Price	Action
Miller Value Partners	1.0%	$4.2M	$24.54	Hold
Citadel Advisors	0.0%	$22.7M	$25.02	Add