BA
ERF

Bridgewater Associates’s Enerplus Corporation ERF Stock Holding History

Bridgewater Associates’s Portfolio ERF Stock Details ERF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-660,715
Closed -$13M – 958
2024
Q1 		$13M Buy
660,715
+203,709
+45% +$3.32M 0.07% 218
2023
Q4 		$7.01M Buy
457,006
+293,051
+179% +$4.76M 0.04% 316
2023
Q3 		$2.89M Buy
+163,955
New +$2.71M 0.02% 446
2022
Q2 		– Sell
-111,254
Closed -$1.41M – 1074
2022
Q1 		$1.41M Buy
111,254
+56,963
+105% +$692K 0.01% 753
2021
Q4 		$573K Buy
54,291
+20,628
+61% +$200K ﹤0.01% 634
2021
Q3 		$269K Buy
33,663
+9,765
+41% +$60.7K ﹤0.01% 646
2021
Q2 		$172K Sell
23,898
-2,490
-9% -$15.4K ﹤0.01% 702
2021
Q1 		$132K Buy
+26,388
New +$117K ﹤0.01% 450

Other funds holding ERF

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bridgewater Associates's ERF Position: Q2 2024 in Review

Bridgewater Associates sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 660,715 shares — an estimated $13M sold.

Bridgewater Associates first reported a position in ERF in Q1 2021 and held it in 8 quarters. The position peaked at $13M in Q1 2024. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

  • Bridgewater Associates reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
  • Bridgewater Associates sold 660,715 Enerplus Corporation shares in Q2 2024, an estimated $13M.
  • Bridgewater Associates first reported a position in Enerplus Corporation in Q1 2021 and held it in 8 quarters.
  • Bridgewater Associates's Enerplus Corporation position peaked at $13M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on Bridgewater Associates's 13F filing for Q2 2024, filed 14 Aug 2024.