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Bridgewater Associates’s Tootsie Roll Industries TR Stock Holding History

Bridgewater Associates’s Portfolio TR Stock Details TR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-62,360
Closed -$1.88M – 940
2024
Q1 		$1.88M Sell
62,360
-7,827
-11% -$237K 0.01% 504
2023
Q4 		$2.14M Sell
70,187
-9,286
-12% -$272K 0.01% 503
2023
Q3 		$2.17M Buy
79,473
+21,699
+38% +$650K 0.01% 489
2023
Q2 		$1.87M Buy
57,774
+27,715
+92% +$1.01M 0.01% 474
2023
Q1 		$1.24M Sell
30,059
-5,489
-15% -$219K 0.01% 534
2022
Q4 		$1.34M Buy
+35,548
New +$1.3M 0.01% 598

Other funds holding TR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bridgewater Associates's TR Position: Q2 2024 in Review

Bridgewater Associates sold out of Tootsie Roll Industries (TR) in Q2 2024, closing a stake of 62,360 shares — an estimated $1.88M sold.

Bridgewater Associates first reported a position in TR in Q4 2022 and held it in 6 quarters. The position peaked at $2.17M in Q3 2023. 156 funds tracked by Wall St. Rank hold TR as of Q2 2024.

  • Bridgewater Associates reported no remaining Tootsie Roll Industries position as of Q2 2024 after selling out during the quarter.
  • Bridgewater Associates sold 62,360 Tootsie Roll Industries shares in Q2 2024, an estimated $1.88M.
  • Bridgewater Associates first reported a position in Tootsie Roll Industries in Q4 2022 and held it in 6 quarters.
  • Bridgewater Associates's Tootsie Roll Industries position peaked at $2.17M in Q3 2023.
  • 156 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2024.

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