Ray Dalio
OPTU

Ray Dalio’s Optimum Communications Inc OPTU Stock Holding History

Ray Dalio’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-54,970
Closed -$253K – 725
2022
Q4 		$253K Sell
54,970
-662,484
-92% -$3.25M ﹤0.01% 789
2022
Q3 		$4.18M Buy
717,454
+176,751
+33% +$1.69M 0.02% 421
2022
Q2 		$5M Buy
+540,703
New +$5.66M 0.02% 485

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

Ray Dalio's OPTU Position: Q1 2023 in Review

Ray Dalio sold out of Optimum Communications Inc (OPTU) in Q1 2023, closing a stake of 54,970 shares — an estimated $253K sold.

Ray Dalio first reported a position in OPTU in Q2 2022 and held it in 3 quarters. The position peaked at $5M in Q2 2022. 248 funds tracked by Wall St. Rank hold OPTU as of Q1 2023.

  • Ray Dalio reported no remaining Optimum Communications Inc position as of Q1 2023 after selling out during the quarter.
  • Ray Dalio sold 54,970 Optimum Communications Inc shares in Q1 2023, an estimated $253K.
  • Ray Dalio first reported a position in Optimum Communications Inc in Q2 2022 and held it in 3 quarters.
  • Ray Dalio's Optimum Communications Inc position peaked at $5M in Q2 2022.
  • 248 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2023.

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