Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$46.2

Avg closing price
Price range

11 Ray Dalio Essential Utilities Trades

The first Essential Utilities trade was made in Q1 2020. Since then Ray Dalio bought shares four more times and sold shares on six occasions. The investor completely sold their stake between Q1 2023 and Q4 2023.

Avg closing price
Price range
Sold -36.9 Thousand shares Q4 2023
Avg closing price $34.90
Price range $32.59 - $37.64
Sold 2.8% shares (-1.05 Thousand shares) Q3 2023
Avg closing price $38.74
Price range $34.04 - $43.10
Sold 5.7% shares (-2.28 Thousand shares) Q2 2023
Avg closing price $41.96
Price range $39.47 - $45.03
Sold 59.8% shares (-59.9 Thousand shares) Q1 2023
Avg closing price $45.11
Price range $40.65 - $48.99
Increased shares by 313.7% (+75.9 Thousand shares) Q4 2022
Avg closing price $45.27
Price range $39.41 - $48.74
Sold 44.4% shares (-19.4 Thousand shares) Q3 2022
Avg closing price $48.45
Price range $41.38 - $52.37
Increased shares by 40.9% (+12.6 Thousand shares) Q2 2022
Avg closing price $46.45
Price range $41.42 - $52.59
Increased shares by 104.7% (+15.8 Thousand shares) Q1 2022
Avg closing price $48.26
Price range $44.80 - $53.13
New holding (+15.1 Thousand shares) Q4 2021
Avg closing price $48.56
Price range $46.24 - $53.69
Sold -6.68 Thousand shares Q2 2020
Avg closing price $42.24
Price range $38.50 - $46.61
New holding (+6.68 Thousand shares) Q1 2020
Avg closing price $47.18
Price range $32.65 - $54.07

Embed chart

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