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Bridgewater Associates’s Navient NAVI Stock Holding History

Bridgewater Associates’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-57,986
Closed -$954K – 835
2022
Q4 		$954K Sell
57,986
-88,013
-60% -$1.39M 0.01% 649
2022
Q3 		$2.15M Buy
+145,999
New +$2.23M 0.01% 549

Other funds holding NAVI

SIM
Sherborne Investors Management New York $251M AUM 39.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bridgewater Associates's NAVI Position: Q1 2023 in Review

Bridgewater Associates sold out of Navient (NAVI) in Q1 2023, closing a stake of 57,986 shares — an estimated $954K sold.

Bridgewater Associates first reported a position in NAVI in Q3 2022 and held it in 2 quarters. The position peaked at $2.15M in Q3 2022. 271 funds tracked by Wall St. Rank hold NAVI as of Q1 2023.

  • Bridgewater Associates reported no remaining Navient position as of Q1 2023 after selling out during the quarter.
  • Bridgewater Associates sold 57,986 Navient shares in Q1 2023, an estimated $954K.
  • Bridgewater Associates first reported a position in Navient in Q3 2022 and held it in 2 quarters.
  • Bridgewater Associates's Navient position peaked at $2.15M in Q3 2022.
  • 271 funds tracked by Wall St. Rank held Navient as of Q1 2023.

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