Current Value of Holding

$162M

Shares

86.5k

% of Portfolio

0.58%

Average Buy Price

$584

Avg closing price
Price range

11 Ray Dalio Comfort Systems USA Trades

Ray Dalio acquired 86.5k Comfort Systems USA shares worth $162M. That's 0.58% of their equity portfolio (29th largest holding). The first Comfort Systems USA trade was made in Q3 2023. Since then Ray Dalio bought shares eight more times and sold shares on two occasions. The stake costed the investor $50.5M, netting the investor a gain of 222% so far.

Avg closing price
Price range
Increased shares by 26.8% (+18.3k shares) Q1 2026
Avg closing price $1,238.27
Price range $971.49 - $1,470.64
Increased shares by 30.9% (+16.1k shares) Q4 2025
Avg closing price $923.87
Price range $790.72 - $1,024.04
Increased shares by 325.3% (+39.8k shares) Q3 2025
Avg closing price $675.89
Price range $521.66 - $825.18
Sold 90.4% shares (-115k shares) Q2 2025
Avg closing price $435.82
Price range $296.51 - $536.21
Increased shares by 26.3% (+26.5k shares) Q1 2025
Avg closing price $405.46
Price range $313.26 - $550.27
Increased shares by 542.1% (+85.2k shares) Q4 2024
Avg closing price $439.63
Price range $370.50 - $504.12
Increased shares by 53.0% (+5.44k shares) Q3 2024
Avg closing price $329.48
Price range $292.14 - $396.82
New holding (+10.3k shares) Q2 2024
Avg closing price $317.86
Price range $290.73 - $347.21
Sold -7.85k 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 (+7.22k shares) Q3 2023
Avg closing price $175.48
Price range $159.77 - $188.65

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!