Ray Dalio
LO

Ray Dalio’s LORILLARD INC COM STK LO Stock Holding History

Ray Dalio’s Portfolio LO Stock Details LO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-54,261
Closed -$2.75M – 407
2013
Q4 		$2.75M Sell
54,261
-37,000
-41% -$1.84M 0.02% 157
2013
Q3 		$4.09M Sell
91,261
-50,859
-36% -$2.24M 0.03% 114
2013
Q2 		$6.21M Buy
+142,120
New +$6.08M 0.05% 75

Other funds holding LO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ray Dalio's LO Position: Q1 2014 in Review

Ray Dalio sold out of LORILLARD INC COM STK (LO) in Q1 2014, closing a stake of 54,261 shares — an estimated $2.75M sold.

Ray Dalio first reported a position in LO in Q2 2013 and held it in 3 quarters. The position peaked at $6.21M in Q2 2013. 576 funds tracked by Wall St. Rank hold LO as of Q1 2014.

  • Ray Dalio reported no remaining LORILLARD INC COM STK position as of Q1 2014 after selling out during the quarter.
  • Ray Dalio sold 54,261 LORILLARD INC COM STK shares in Q1 2014, an estimated $2.75M.
  • Ray Dalio first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 3 quarters.
  • Ray Dalio's LORILLARD INC COM STK position peaked at $6.21M in Q2 2013.
  • 576 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q1 2014.

Based on Bridgewater Associates's 13F filing for Q1 2014, filed 14 May 2014.