Ray Dalio
SGI

Ray Dalio’s Somnigroup International SGI Stock Holding History

Ray Dalio’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-58,937
Closed -$3.22M – 850
2024
Q3 		$3.22M Sell
58,937
-62,915
-52% -$3.2M 0.02% 446
2024
Q2 		$5.77M Sell
121,852
-1,537
-1% -$77.8K 0.03% 333
2024
Q1 		$7.01M Sell
123,389
-135,259
-52% -$7.05M 0.04% 320
2023
Q4 		$13.2M Buy
258,648
+43,411
+20% +$1.84M 0.07% 204
2023
Q3 		$9.33M Buy
+215,237
New +$9.54M 0.06% 246
2023
Q1 		– Sell
-9,994
Closed -$343K – 922
2022
Q4 		$343K Sell
9,994
-30,917
-76% -$930K ﹤0.01% 756
2022
Q3 		$988K Sell
40,911
-495,304
-92% -$12.8M 0.01% 700
2022
Q2 		$11.5M Buy
536,215
+416,135
+347% +$10.7M 0.05% 303
2022
Q1 		$3.35M Sell
120,080
-69,476
-37% -$2.56M 0.01% 557
2021
Q4 		$8.91M Sell
189,556
-111,362
-37% -$5.05M 0.05% 206
2021
Q3 		$14M Buy
300,918
+98,053
+48% +$4.28M 0.08% 162
2021
Q2 		$7.95M Buy
202,865
+3,216
+2% +$123K 0.05% 254
2021
Q1 		$7.3M Buy
+199,649
New +$6.46M 0.06% 194
2020
Q4 		– Sell
-53,524
Closed -$1.19M – 593
2020
Q3 		$1.19M Buy
53,524
+6,028
+13% +$125K 0.01% 323
2020
Q2 		$854K Sell
47,496
-5,448
-10% -$78.2K 0.01% 200
2020
Q1 		$579K Sell
52,944
-26,396
-33% -$501K 0.01% 272
2019
Q4 		$1.73M Buy
+79,340
New +$1.66M 0.02% 232

Other funds holding SGI

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Ray Dalio's SGI Position: Q4 2024 in Review

Ray Dalio sold out of Somnigroup International (SGI) in Q4 2024, closing a stake of 58,937 shares — an estimated $3.22M sold.

Ray Dalio first reported a position in SGI in Q4 2019 and held it in 17 quarters. The position peaked at $14M in Q3 2021. 399 funds tracked by Wall St. Rank hold SGI as of Q4 2024.

  • Ray Dalio reported no remaining Somnigroup International position as of Q4 2024 after selling out during the quarter.
  • Ray Dalio sold 58,937 Somnigroup International shares in Q4 2024, an estimated $3.22M.
  • Ray Dalio first reported a position in Somnigroup International in Q4 2019 and held it in 17 quarters.
  • Ray Dalio's Somnigroup International position peaked at $14M in Q3 2021.
  • 399 funds tracked by Wall St. Rank held Somnigroup International as of Q4 2024.

Based on Bridgewater Associates's 13F filing for Q4 2024, filed 13 Feb 2025.