Ray Dalio
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Ray Dalio’s News Corp Class A NWSA Stock Holding History

Ray Dalio’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-99,135
Closed -$1.5M – 910
2022
Q3 		$1.5M Sell
99,135
-38,859
-28% -$652K 0.01% 622
2022
Q2 		$2.15M Sell
137,994
-205,073
-60% -$3.77M 0.01% 670
2022
Q1 		$7.6M Buy
+343,067
New +$7.59M 0.03% 362
2021
Q4 		– Sell
-11,222
Closed -$264K – 787
2021
Q3 		$264K Sell
11,222
-187,665
-94% -$4.44M ﹤0.01% 649
2021
Q2 		$5.13M Buy
+198,887
New +$5.24M 0.03% 327
2021
Q1 		– Sell
-72,621
Closed -$1.3M – 566
2020
Q4 		$1.3M Buy
72,621
+13,829
+24% +$223K 0.01% 355
2020
Q3 		$824K Buy
58,792
+45,380
+338% +$634K 0.01% 356
2020
Q2 		$159K Buy
+13,412
New +$143K ﹤0.01% 379
2020
Q1 		– Sell
-31,462
Closed -$445K – 539
2019
Q4 		$445K Buy
31,462
+6,913
+28% +$93K ﹤0.01% 426
2019
Q3 		$342K Buy
+24,549
New +$335K ﹤0.01% 295
2019
Q1 		– Sell
-126,159
Closed -$1.43M – 448
2018
Q4 		$1.43M Buy
126,159
+108,753
+625% +$1.39M 0.01% 287
2018
Q3 		$230K Sell
17,406
-24,152
-58% -$339K ﹤0.01% 340
2018
Q2 		$644K Sell
41,558
-28,287
-40% -$447K 0.01% 297
2018
Q1 		$1.1M Buy
+69,845
New +$1.15M 0.01% 255
2017
Q3 		– Sell
-17,673
Closed -$242K – 366
2017
Q2 		$242K Buy
+17,673
New +$231K ﹤0.01% 316
2017
Q1 		– Sell
-13,900
Closed -$159K – 294
2016
Q4 		$159K Buy
+13,900
New +$172K ﹤0.01% 267

Other funds holding NWSA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ray Dalio's NWSA Position: Q4 2022 in Review

Ray Dalio sold out of News Corp Class A (NWSA) in Q4 2022, closing a stake of 99,135 shares — an estimated $1.5M sold.

Ray Dalio first reported a position in NWSA in Q4 2016 and held it in 16 quarters. The position peaked at $7.6M in Q1 2022. 416 funds tracked by Wall St. Rank hold NWSA as of Q4 2022.

  • Ray Dalio reported no remaining News Corp Class A position as of Q4 2022 after selling out during the quarter.
  • Ray Dalio sold 99,135 News Corp Class A shares in Q4 2022, an estimated $1.5M.
  • Ray Dalio first reported a position in News Corp Class A in Q4 2016 and held it in 16 quarters.
  • Ray Dalio's News Corp Class A position peaked at $7.6M in Q1 2022.
  • 416 funds tracked by Wall St. Rank held News Corp Class A as of Q4 2022.

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