Ray Dalio
PBCT

Ray Dalio’s People's United Financial Inc PBCT Stock Holding History

Ray Dalio’s Portfolio PBCT Stock Details PBCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-64,394
Closed -$833K – 643
2020
Q4 		$833K Buy
+64,394
New +$774K 0.01% 409
2020
Q1 		– Sell
-81,154
Closed -$1.37M – 634
2019
Q4 		$1.37M Buy
+81,154
New +$1.33M 0.01% 269
2019
Q2 		– Sell
-121,350
Closed -$2M – 372
2019
Q1 		$2M Buy
121,350
+82,852
+215% +$1.38M 0.01% 213
2018
Q4 		$556K Sell
38,498
-42,741
-53% -$676K 0.01% 385
2018
Q3 		$1.39M Buy
+81,239
New +$1.49M 0.01% 203
2018
Q2 		– Sell
-89,342
Closed -$1.67M – 545
2018
Q1 		$1.67M Buy
+89,342
New +$1.74M 0.02% 197
2017
Q2 		– Sell
-45,412
Closed -$826K – 400
2017
Q1 		$826K Buy
+45,412
New +$859K 0.01% 201
2016
Q3 		– Sell
-69,900
Closed -$1.02M – 421
2016
Q2 		$1.02M Buy
+69,900
New +$1.08M 0.01% 238
2014
Q4 		– Sell
-24,100
Closed -$349K – 434
2014
Q3 		$349K Buy
+24,100
New +$358K ﹤0.01% 318

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

Ray Dalio's PBCT Position: Q1 2021 in Review

Ray Dalio sold out of People's United Financial Inc (PBCT) in Q1 2021, closing a stake of 64,394 shares — an estimated $833K sold.

Ray Dalio first reported a position in PBCT in Q3 2014 and held it in 9 quarters. The position peaked at $2M in Q1 2019. 484 funds tracked by Wall St. Rank hold PBCT as of Q1 2021.

  • Ray Dalio reported no remaining People's United Financial Inc position as of Q1 2021 after selling out during the quarter.
  • Ray Dalio sold 64,394 People's United Financial Inc shares in Q1 2021, an estimated $833K.
  • Ray Dalio first reported a position in People's United Financial Inc in Q3 2014 and held it in 9 quarters.
  • Ray Dalio's People's United Financial Inc position peaked at $2M in Q1 2019.
  • 484 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2021.

Based on Bridgewater Associates's 13F filing for Q1 2021, filed 14 May 2021.