Ray Dalio’s Shaw Communications Inc. SJR Stock Holding History

Ray Dalio’s Portfolio SJR Stock Details SJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-17,636	Closed	-$511K	–	813
2021 Q2	$511K	Sell	17,636 -12,466	-41%	-$360K	﹤0.01%	648
2021 Q1	$783K	Buy	30,102 +14,712	+96%	+$291K	0.01%	335
2020 Q4	$270K	Buy	+15,390	New	+$271K	﹤0.01%	507
2020 Q2	–	Sell	-131,617	Closed	-$2.11M	–	528
2020 Q1	$2.11M	Sell	131,617 -317	-0.2%	-$5.75K	0.04%	120
2019 Q4	$2.68M	Sell	131,934 -526	-0.4%	-$10.6K	0.03%	172
2019 Q3	$2.6M	Hold	132,460	–	–	0.02%	178
2019 Q2	$2.71M	Hold	132,460	–	–	0.02%	181
2019 Q1	$2.76M	Sell	132,460 -34,128	-20%	-$692K	0.02%	183
2018 Q4	$3.01M	Sell	166,588 -36,248	-18%	-$680K	0.03%	193
2018 Q3	$3.95M	Buy	202,836 +30,827	+18%	+$623K	0.04%	137
2018 Q2	$3.5M	Buy	172,009 +131,138	+321%	+$2.68M	0.04%	159
2018 Q1	$787K	Sell	40,871 -1,143	-3%	-$23.4K	0.01%	322
2017 Q4	$962K	Sell	42,014 -34,943	-45%	-$788K	0.01%	194
2017 Q3	$1.77M	Hold	76,957	–	–	0.01%	182
2017 Q2	$1.68M	Buy	+76,957	New	+$1.65M	0.02%	175

Other funds holding SJR

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Ray Dalio's SJR Position: Q3 2021 in Review

Ray Dalio sold out of Shaw Communications Inc. (SJR) in Q3 2021, closing a stake of 17,636 shares — an estimated $511K sold.

Ray Dalio first reported a position in SJR in Q2 2017 and held it in 15 quarters. The position peaked at $3.95M in Q3 2018. 218 funds tracked by Wall St. Rank hold SJR as of Q3 2021.

Ray Dalio reported no remaining Shaw Communications Inc. position as of Q3 2021 after selling out during the quarter.
Ray Dalio sold 17,636 Shaw Communications Inc. shares in Q3 2021, an estimated $511K.
Ray Dalio first reported a position in Shaw Communications Inc. in Q2 2017 and held it in 15 quarters.
Ray Dalio's Shaw Communications Inc. position peaked at $3.95M in Q3 2018.
218 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q3 2021.

Based on Bridgewater Associates's 13F filing for Q3 2021, filed 12 Nov 2021.