The company Bridgewater Associates from the american ray dalio made the operations of the end of 2021 public, according to a form filed Monday with the Commission of the Stock Exchange from the United States. According to this report, in that period the company added 137 new Actions to its portfolio, valuing it at $17.2 billion in total (the total portfolio is made up of 732 companies).
Regarding the composition of the portfolio, the Actions are distributed as follows:
- 28.08% corresponds to basic necessities.
- 17.86% belongs to the category of “secondary need products”.
- 17.47% belongs to healthcare.
- The rest are grouped into categories such as basic materials, energy, technology, industrial products, communication services, real estate, and financial services.
For their part, the Actions most representative are:
- SPDR S&P 500 ETF Trust at 5.20%.
- Procter & Gamble with 4.93%.
- Vanguard FTSE Emerging Markets with 4.83%.
- PepsiCo Inc with 3.08%.
- Johnson & Johnson also with 3.08%.
With regard to news, the company Bridgewater Associates acquired 8400 Actions corresponding to the business from video game Activision Blizzard, as well as other brands such as technology and consulting IBM, the business of microprocessors Intel, the oil company ExxonMobil, the multinational General Electric, the pharmaceutical company Pfizer, among others.
At the same time, the business of the American billionaire got rid of Actions of more than 80 companies, among which those of the popular streaming platform Netflix, the technological giant Amazon, the payment company PayPal and the multinational financial services Mastercard stand out.
In specific cases, Ray Dalio’s company drastically reduced its participation in some companies. Among them Apple, where he got rid of 93% of his Actions, and Meta, where the decrease reached 88%. For its part, it also sold Actions of West Pharmaceutical Service, Walmart and Alphabet.
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Ray Dalio’s company sold shares of two Wall Street giants