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      Current Value of Holding

      $8.87M

      Shares

      12.2k

      % of Portfolio

      0.03%

      Average Buy Price

      $418

      Avg closing price
      Price range

      8 Ray Dalio Comfort Systems USA Trades

      Ray Dalio acquired 12.2k Comfort Systems USA shares worth $8.87M. That's 0.03% of their equity portfolio (274th 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 two occasions. The stake costed the investor $5.12M, netting the investor a gain of 73% so far.

      Avg closing price
      Price range
      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

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