Bridgewater Associates’s Valaris VAL Stock Holding History

Bridgewater Associates’s Portfolio VAL Stock Details VAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.52M	Sell	35,897 -40,053	-53%	-$3.12M	0.02%	502
2025 Q4	$3.83M	Buy	75,950 +65,662	+638%	+$3.52M	0.01%	606
2025 Q3	$502K	Buy	+10,288	New	+$502K	﹤0.01%	924
2025 Q2	–	Sell	-11,491	Closed	-$451K	–	729
2025 Q1	$451K	Sell	11,491 -120,996	-91%	-$5.19M	﹤0.01%	575
2024 Q4	$5.86M	Buy	132,487 +128,789	+3,483%	+$6.2M	0.03%	326
2024 Q3	$206K	Sell	3,698 -105,314	-97%	-$6.9M	﹤0.01%	766
2024 Q2	$8.12M	Sell	109,012 -31,378	-22%	-$2.27M	0.04%	281
2024 Q1	$10.6M	Buy	140,390 +96,444	+219%	+$6.47M	0.05%	246
2023 Q4	$3.01M	Sell	43,946 -30,376	-41%	-$2.08M	0.02%	453
2023 Q3	$5.57M	Buy	+74,322	New	+$5.46M	0.03%	343

Other funds holding VAL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.04B AUM 91.14% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return