Current Value of Holding

$540 Thousand

Shares

6.23 Thousand

% of Portfolio

0.00%

Average Buy Price

$71

Avg closing price
Price range

14 Ray Dalio A.O. Smith Trades

Ray Dalio's position in A.O. Smith is currently worth $540 Thousand. That's 0.00% of their equity portfolio (678th largest holding). The first A.O. Smith trade was made in Q4 2019. Since then Ray Dalio bought shares six more times and sold shares on seven occasions. The stake costed the investor $442 Thousand, netting the investor a gain of 22% so far.

Avg closing price
Price range
Sold 5.6% shares (-371 shares) Q4 2023
Avg closing price $73.74
Price range $65.19 - $82.44
New holding (+6.6 Thousand shares) Q3 2023
Avg closing price $70.97
Price range $64.47 - $76.64
Sold -115 Thousand shares Q3 2022
Avg closing price $57.43
Price range $48.58 - $64.33
Increased shares by 15.5% (+15.3 Thousand shares) Q2 2022
Avg closing price $60.00
Price range $52.89 - $67.06
Sold 35.1% shares (-53.6 Thousand shares) Q1 2022
Avg closing price $72.77
Price range $63.89 - $84.96
Sold 38.3% shares (-94.7 Thousand shares) Q4 2021
Avg closing price $76.23
Price range $61.17 - $85.85
Increased shares by 38.2% (+68.4 Thousand shares) Q3 2021
Avg closing price $69.85
Price range $61.07 - $73.71
Increased shares by 13.5% (+21.3 Thousand shares) Q2 2021
Avg closing price $68.99
Price range $66.05 - $72.25
New holding (+158 Thousand shares) Q1 2021
Avg closing price $60.81
Price range $53.19 - $69.49
Sold -42 Thousand shares Q4 2020
Avg closing price $55.12
Price range $51.46 - $57.96
Increased shares by 12.9% (+4.79 Thousand shares) Q3 2020
Avg closing price $49.93
Price range $46.30 - $53.73
Sold 7.0% shares (-2.81 Thousand shares) Q2 2020
Avg closing price $43.67
Price range $35.61 - $52.00
Sold 32.9% shares (-19.7 Thousand shares) Q1 2020
Avg closing price $42.61
Price range $34.75 - $48.54
New holding (+59.6 Thousand shares) Q4 2019
Avg closing price $48.48
Price range $45.00 - $52.08

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