Current Value of Holding

$65.8 Million

Shares

127 Thousand

% of Portfolio

0.29%

Average Buy Price

$418

Avg closing price
Price range

7 Ray Dalio Comfort Systems USA Trades

Ray Dalio acquired 127 Thousand Comfort Systems USA shares worth $65.8 Million. That's 0.29% of their equity portfolio (74th largest holding). The first Comfort Systems USA trade was made in Q3 2023. Since then Ray Dalio bought shares five more times and sold shares on one occasions. The stake costed the investor $53.3 Million, netting the investor a gain of 23% so far.

Avg closing price
Price range
Increased shares by 26.3% (+26.5 Thousand shares) Q1 2025
Avg closing price $405.46
Price range $313.26 - $550.27
Increased shares by 542.1% (+85.2 Thousand shares) Q4 2024
Avg closing price $439.63
Price range $370.50 - $504.12
Increased shares by 53.0% (+5.44 Thousand shares) Q3 2024
Avg closing price $329.48
Price range $292.14 - $396.82
New holding (+10.3 Thousand shares) Q2 2024
Avg closing price $317.86
Price range $290.73 - $347.21
Sold -7.85 Thousand shares Q1 2024
Avg closing price $255.45
Price range $195.89 - $323.29
Increased shares by 8.8% (+632 shares) Q4 2023
Avg closing price $184.77
Price range $152.12 - $209.24
New holding (+7.22 Thousand shares) Q3 2023
Avg closing price $175.48
Price range $159.77 - $188.65

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