Bridgewater Advisors’s loanDepot LDI Stock Holding History

Bridgewater Advisors’s Portfolio LDI Stock Details LDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-16,000	Closed	-$108K	–	259
2021 Q3	$108K	Buy	16,000 +3,000	+23%	+$28K	0.03%	235
2021 Q2	$167K	Buy	+13,000	New	+$212K	0.05%	224

Other funds holding LDI

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Bridgewater Advisors's LDI Position: Q4 2021 in Review

Bridgewater Advisors sold out of loanDepot (LDI) in Q4 2021, closing a stake of 16,000 shares — an estimated $108K sold.

Bridgewater Advisors first reported a position in LDI in Q2 2021 and held it in 2 quarters. The position peaked at $167K in Q2 2021. 50 funds tracked by Wall St. Rank hold LDI as of Q4 2021.

Bridgewater Advisors reported no remaining loanDepot position as of Q4 2021 after selling out during the quarter.
Bridgewater Advisors sold 16,000 loanDepot shares in Q4 2021, an estimated $108K.
Bridgewater Advisors first reported a position in loanDepot in Q2 2021 and held it in 2 quarters.
Bridgewater Advisors's loanDepot position peaked at $167K in Q2 2021.
50 funds tracked by Wall St. Rank held loanDepot as of Q4 2021.

Based on Bridgewater Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.