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Bridgewater Associates’s Capitol Federal Financial CFFN Stock Holding History

Bridgewater Associates’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-48,121
Closed -$416K – 749
2022
Q4 		$416K Buy
48,121
+15,348
+47% +$127K ﹤0.01% 739
2022
Q3 		$272K Buy
32,773
+22,220
+211% +$207K ﹤0.01% 833
2022
Q2 		$97K Sell
10,553
-3,551
-25% -$35.1K ﹤0.01% 982
2022
Q1 		$153K Sell
14,104
-10,704
-43% -$119K ﹤0.01% 962
2021
Q4 		$281K Sell
24,808
-28,300
-53% -$334K ﹤0.01% 698
2021
Q3 		$610K Sell
53,108
-3,572
-6% -$40.3K ﹤0.01% 573
2021
Q2 		$668K Buy
56,680
+4,706
+9% +$60.4K ﹤0.01% 625
2021
Q1 		$688K Buy
51,974
+34,255
+193% +$454K 0.01% 349
2020
Q4 		$221K Buy
+17,719
New +$211K ﹤0.01% 520
2020
Q1 		– Sell
-28,497
Closed -$391K – 445
2019
Q4 		$391K Buy
+28,497
New +$401K ﹤0.01% 438

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bridgewater Associates's CFFN Position: Q1 2023 in Review

Bridgewater Associates sold out of Capitol Federal Financial (CFFN) in Q1 2023, closing a stake of 48,121 shares — an estimated $416K sold.

Bridgewater Associates first reported a position in CFFN in Q4 2019 and held it in 10 quarters. The position peaked at $688K in Q1 2021. 201 funds tracked by Wall St. Rank hold CFFN as of Q1 2023.

  • Bridgewater Associates reported no remaining Capitol Federal Financial position as of Q1 2023 after selling out during the quarter.
  • Bridgewater Associates sold 48,121 Capitol Federal Financial shares in Q1 2023, an estimated $416K.
  • Bridgewater Associates first reported a position in Capitol Federal Financial in Q4 2019 and held it in 10 quarters.
  • Bridgewater Associates's Capitol Federal Financial position peaked at $688K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2023.

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