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Ashburton (Jersey)’s Rio Tinto RIO Stock Holding History

Ashburton (Jersey)’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
2023
Q4 		$271K Buy
4,266
+1,104
+35% +$74.1K 0.14% 32
2023
Q3 		$202K Hold
3,162
– – 0.1% 34
2023
Q2 		$202K Buy
+3,162
New +$203K 0.1% 34

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ashburton (Jersey)'s RIO Position: Q4 2023 in Review

Ashburton (Jersey) increased its Rio Tinto (RIO) stake by 35% in Q4 2023, buying an estimated $74.1K and bringing the position to 4,266 shares worth $271K. The position accounts for 0.14% of the portfolio, ranked #32.

Ashburton (Jersey) first reported a position in RIO in Q2 2023 and has held it in 3 quarters since. 771 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

  • Ashburton (Jersey) held 4,266 shares of Rio Tinto worth $271K as of Q4 2023.
  • Ashburton (Jersey) bought 1,104 Rio Tinto shares in Q4 2023, an estimated $74.1K.
  • Rio Tinto made up 0.14% of Ashburton (Jersey)'s portfolio in Q4 2023, its #32 holding.
  • Ashburton (Jersey) first reported a position in Rio Tinto in Q2 2023 and has held it in 3 quarters since.
  • 771 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on Ashburton (Jersey)'s 13F filing for Q4 2023, filed 6 Feb 2024.