Ray Dalio’s Loews L Stock Holding History

Ray Dalio’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-79,598	Closed	-$4.64M	–	814
2022 Q4	$4.64M	Buy	79,598 +26,852	+51%	+$1.5M	0.03%	375
2022 Q3	$2.63M	Sell	52,746 -8,563	-14%	-$481K	0.01%	503
2022 Q2	$3.63M	Buy	61,309 +17,042	+38%	+$1.07M	0.02%	571
2022 Q1	$2.87M	Buy	44,267 +21,041	+91%	+$1.29M	0.01%	604
2021 Q4	$1.34M	Buy	+23,226	New	+$1.32M	0.01%	520
2020 Q3	–	Sell	-10,248	Closed	-$351K	–	477
2020 Q2	$351K	Sell	10,248 -5,680	-36%	-$191K	0.01%	309
2020 Q1	$555K	Buy	+15,928	New	+$751K	0.01%	274
2018 Q2	–	Sell	-5,305	Closed	-$264K	–	499
2018 Q1	$264K	Buy	+5,305	New	+$268K	﹤0.01%	434
2017 Q3	–	Sell	-10,632	Closed	-$498K	–	344
2017 Q2	$498K	Sell	10,632 -7,329	-41%	-$343K	﹤0.01%	254
2017 Q1	$840K	Buy	+17,961	New	+$840K	0.01%	200
2016 Q3	–	Sell	-9,500	Closed	-$390K	–	365
2016 Q2	$390K	Buy	+9,500	New	+$377K	﹤0.01%	304
2015 Q3	–	Sell	-11,200	Closed	-$431K	–	472
2015 Q2	$431K	Buy	+11,200	New	+$456K	﹤0.01%	275
2013 Q3	–	Sell	-5,000	Closed	-$222K	–	361
2013 Q2	$222K	Buy	+5,000	New	+$224K	﹤0.01%	315

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ray Dalio's L Position: Q1 2023 in Review

Ray Dalio sold out of Loews (L) in Q1 2023, closing a stake of 79,598 shares — an estimated $4.64M sold.

Ray Dalio first reported a position in L in Q2 2013 and held it in 13 quarters. The position peaked at $4.64M in Q4 2022. 506 funds tracked by Wall St. Rank hold L as of Q1 2023.

Ray Dalio reported no remaining Loews position as of Q1 2023 after selling out during the quarter.
Ray Dalio sold 79,598 Loews shares in Q1 2023, an estimated $4.64M.
Ray Dalio first reported a position in Loews in Q2 2013 and held it in 13 quarters.
Ray Dalio's Loews position peaked at $4.64M in Q4 2022.
506 funds tracked by Wall St. Rank held Loews as of Q1 2023.

Based on Bridgewater Associates's 13F filing for Q1 2023, filed 12 May 2023.