Ray Dalio
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Ray Dalio’s Brookdale Senior Living BKD Stock Holding History

Ray Dalio’s Portfolio BKD Stock Details BKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-84,547
Closed -$361K – 832
2022
Q3 		$361K Sell
84,547
-2,882
-3% -$13.7K ﹤0.01% 809
2022
Q2 		$397K Buy
87,429
+2,220
+3% +$13.1K ﹤0.01% 921
2022
Q1 		$601K Buy
85,209
+24,277
+40% +$148K ﹤0.01% 866
2021
Q4 		$314K Buy
+60,932
New +$380K ﹤0.01% 690

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ray Dalio's BKD Position: Q4 2022 in Review

Ray Dalio sold out of Brookdale Senior Living (BKD) in Q4 2022, closing a stake of 84,547 shares — an estimated $361K sold.

Ray Dalio first reported a position in BKD in Q4 2021 and held it in 4 quarters. The position peaked at $601K in Q1 2022. 154 funds tracked by Wall St. Rank hold BKD as of Q4 2022.

  • Ray Dalio reported no remaining Brookdale Senior Living position as of Q4 2022 after selling out during the quarter.
  • Ray Dalio sold 84,547 Brookdale Senior Living shares in Q4 2022, an estimated $361K.
  • Ray Dalio first reported a position in Brookdale Senior Living in Q4 2021 and held it in 4 quarters.
  • Ray Dalio's Brookdale Senior Living position peaked at $601K in Q1 2022.
  • 154 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2022.

Based on Bridgewater Associates's 13F filing for Q4 2022, filed 13 Feb 2023.