Ray Dalio
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Ray Dalio’s Xerox XRX Stock Holding History

Ray Dalio’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-71,066
Closed -$826K – 946
2024
Q2 		$826K Sell
71,066
-102,244
-59% -$1.48M ﹤0.01% 695
2024
Q1 		$3.1M Buy
173,310
+114,050
+192% +$2M 0.02% 437
2023
Q4 		$1.09M Sell
59,260
-50,555
-46% -$747K 0.01% 625
2023
Q3 		$1.72M Buy
109,815
+83,323
+315% +$1.32M 0.01% 520
2023
Q2 		$394K Buy
26,492
+1,519
+6% +$22.2K ﹤0.01% 666
2023
Q1 		$385K Buy
+24,973
New +$404K ﹤0.01% 668
2022
Q3 		– Sell
-57,795
Closed -$858K – 1031
2022
Q2 		$858K Buy
+57,795
New +$1.02M ﹤0.01% 812
2021
Q2 		– Sell
-17,390
Closed -$422K – 770
2021
Q1 		$422K Sell
17,390
-2,555
-13% -$61.1K ﹤0.01% 388
2020
Q4 		$463K Sell
19,945
-1,333
-6% -$28.2K ﹤0.01% 469
2020
Q3 		$399K Buy
+21,278
New +$373K ﹤0.01% 417
2020
Q1 		– Sell
-11,707
Closed -$432K – 614
2019
Q4 		$432K Buy
+11,707
New +$409K ﹤0.01% 429
2015
Q4 		– Sell
-296,421
Closed -$7.6M – 431
2015
Q3 		$7.6M Buy
296,421
+73,811
+33% +$2.05M 0.1% 99
2015
Q2 		$6.24M Buy
222,610
+104,438
+88% +$3.23M 0.06% 86
2015
Q1 		$4M Buy
+118,172
New +$4.17M 0.03% 144
2014
Q4 		– Sell
-30,132
Closed -$1.05M – 429
2014
Q3 		$1.05M Sell
30,132
-85,957
-74% -$3M 0.01% 218
2014
Q2 		$3.81M Sell
116,089
-6,452
-5% -$205K 0.03% 133
2014
Q1 		$3.65M Buy
122,541
+79,278
+183% +$2.32M 0.03% 137
2013
Q4 		$1.39M Buy
+43,263
New +$1.25M 0.01% 189
2013
Q3 		– Sell
-314,491
Closed -$7.52M – 407
2013
Q2 		$7.52M Buy
+314,491
New +$7.35M 0.07% 56

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ray Dalio's XRX Position: Q3 2024 in Review

Ray Dalio sold out of Xerox (XRX) in Q3 2024, closing a stake of 71,066 shares — an estimated $826K sold.

Ray Dalio first reported a position in XRX in Q2 2013 and held it in 19 quarters. The position peaked at $7.6M in Q3 2015. 288 funds tracked by Wall St. Rank hold XRX as of Q3 2024.

  • Ray Dalio reported no remaining Xerox position as of Q3 2024 after selling out during the quarter.
  • Ray Dalio sold 71,066 Xerox shares in Q3 2024, an estimated $826K.
  • Ray Dalio first reported a position in Xerox in Q2 2013 and held it in 19 quarters.
  • Ray Dalio's Xerox position peaked at $7.6M in Q3 2015.
  • 288 funds tracked by Wall St. Rank held Xerox as of Q3 2024.

Based on Bridgewater Associates's 13F filing for Q3 2024, filed 13 Nov 2024.