AR
RIO icon

Advisory Research’s Rio Tinto RIO Stock Holding History

Advisory Research’s Portfolio RIO Stock Details RIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,126
Closed -$382K – 286
2023
Q4 		$382K Buy
5,126
+117
+2% +$7.85K 0.06% 272
2023
Q3 		$319K Sell
5,009
-1,284
-20% -$81.9K 0.04% 362
2023
Q2 		$402K Buy
6,293
+1,474
+31% +$94.8K 0.05% 327
2023
Q1 		$331K Buy
4,819
+1,228
+34% +$89.1K 0.05% 280
2022
Q4 		$256K Buy
+3,591
New +$226K 0.02% 315
2022
Q3 		– Sell
-3,382
Closed -$206K – 397
2022
Q2 		$206K Sell
3,382
-133
-4% -$9.53K 0.02% 304
2022
Q1 		$283K Buy
+3,515
New +$267K 0.02% 311
2021
Q3 		– Sell
-3,120
Closed -$262K – 402
2021
Q2 		$262K Buy
3,120
+463
+17% +$39.8K 0.02% 312
2021
Q1 		$206K Sell
2,657
-3,149
-54% -$258K 0.01% 327
2020
Q4 		$436K Sell
5,806
-826
-12% -$54.2K 0.03% 271
2020
Q3 		$401K Buy
6,632
+240
+4% +$14.7K 0.04% 249
2020
Q2 		$359K Sell
6,392
-518,554
-99% -$26.3M 0.03% 270
2020
Q1 		$23.9M Buy
524,946
+260,398
+98% +$13.4M 1.66% 20
2019
Q4 		$15.7M Buy
264,548
+16,424
+7% +$891K 0.72% 56
2019
Q3 		$12.9M Sell
248,124
-11,650
-4% -$632K 0.62% 62
2019
Q2 		$16.2M Sell
259,774
-4,399
-2% -$264K 0.32% 86
2019
Q1 		$15.5M Buy
264,173
+11,440
+5% +$629K 0.3% 88
2018
Q4 		$12.3M Sell
252,733
-19,633
-7% -$958K 0.26% 103
2018
Q3 		$13.9M Sell
272,366
-26,583
-9% -$1.35M 0.23% 108
2018
Q2 		$16.6M Buy
+298,949
New +$16.7M 0.27% 99

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisory Research's RIO Position: Q1 2024 in Review

Advisory Research sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 5,126 shares — an estimated $382K sold.

Advisory Research first reported a position in RIO in Q2 2018 and held it in 20 quarters. The position peaked at $23.9M in Q1 2020. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

  • Advisory Research reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 5,126 Rio Tinto shares in Q1 2024, an estimated $382K.
  • Advisory Research first reported a position in Rio Tinto in Q2 2018 and held it in 20 quarters.
  • Advisory Research's Rio Tinto position peaked at $23.9M in Q1 2020.
  • 751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.