$315 Million is the total value of Bridgewater Advisors Inc.'s 229 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IAC | Exit | IAC INTERACTIVECORP NEW | $0 | – | -1,120 | -100.0% | -0.12% | – |
GE | Exit | GENERAL ELECTRIC CO | $0 | – | -19,350 | -100.0% | -0.13% | – |
VMBS | Exit | VANGUARD SCOTTSDALE FDSmortg-back sec | $0 | – | -5,125 | -100.0% | -0.14% | – |
MYN | Exit | BLACKROCK MUNIYIELD N Y QUAL | $0 | – | -31,000 | -100.0% | -0.22% | – |
HPQ | Exit | HP INC | $0 | – | -39,076 | -100.0% | -0.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-06
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 14 | Q3 2023 | 7.2% |
VANGUARD INDEX FDS | 14 | Q3 2023 | 6.1% |
MICROSOFT CORP | 14 | Q3 2023 | 2.6% |
JPMORGAN CHASE & CO | 14 | Q3 2023 | 3.0% |
EXXON MOBIL CORP | 14 | Q3 2023 | 4.5% |
VANGUARD SPECIALIZED PORTFOL | 14 | Q3 2023 | 3.1% |
JOHNSON & JOHNSON | 14 | Q3 2023 | 3.3% |
SPDR GOLD TRUST | 14 | Q3 2023 | 3.0% |
COLGATE PALMOLIVE CO | 14 | Q3 2023 | 6.1% |
PFIZER INC | 14 | Q3 2023 | 3.1% |
View Bridgewater Advisors Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-02-05 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-27 |
13F-HR | 2022-10-28 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-05 |
13F-HR | 2022-02-07 |
View Bridgewater Advisors Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.