Ray Dalio
TFSL icon

Ray Dalio’s TFS Financial TFSL Stock Holding History

Ray Dalio’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-122,201
Closed -$1.76M – 889
2022
Q4 		$1.76M Buy
122,201
+53,105
+77% +$726K 0.01% 552
2022
Q3 		$898K Buy
69,096
+46,570
+207% +$660K ﹤0.01% 712
2022
Q2 		$309K Sell
22,526
-6,997
-24% -$103K ﹤0.01% 939
2022
Q1 		$490K Sell
29,523
-57,900
-66% -$996K ﹤0.01% 890
2021
Q4 		$1.56M Sell
87,423
-22,838
-21% -$435K 0.01% 499
2021
Q3 		$2.1M Buy
110,261
+14,983
+16% +$292K 0.01% 434
2021
Q2 		$1.93M Sell
95,278
-11,691
-11% -$243K 0.01% 495
2021
Q1 		$2.18M Buy
106,969
+89,128
+500% +$1.74M 0.02% 272
2020
Q4 		$315K Buy
+17,841
New +$297K ﹤0.01% 497
2020
Q1 		– Sell
-57,875
Closed -$1.14M – 584
2019
Q4 		$1.14M Buy
+57,875
New +$1.12M 0.01% 302

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Ray Dalio's TFSL Position: Q1 2023 in Review

Ray Dalio sold out of TFS Financial (TFSL) in Q1 2023, closing a stake of 122,201 shares — an estimated $1.76M sold.

Ray Dalio first reported a position in TFSL in Q4 2019 and held it in 10 quarters. The position peaked at $2.18M in Q1 2021. 147 funds tracked by Wall St. Rank hold TFSL as of Q1 2023.

  • Ray Dalio reported no remaining TFS Financial position as of Q1 2023 after selling out during the quarter.
  • Ray Dalio sold 122,201 TFS Financial shares in Q1 2023, an estimated $1.76M.
  • Ray Dalio first reported a position in TFS Financial in Q4 2019 and held it in 10 quarters.
  • Ray Dalio's TFS Financial position peaked at $2.18M in Q1 2021.
  • 147 funds tracked by Wall St. Rank held TFS Financial as of Q1 2023.

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