CAAS Capital Management’s Rio Tinto RIO Stock Holding History

CAAS Capital Management’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 Q3	–	Sell	-14,300	Closed	-$913K	–	775
2023 Q2	$913K	Buy	+14,300	New	+$919K	0.06%	281
2022 Q1	–	Sell	-6,700	Closed	-$448K	–	890
2021 Q4	$448K	Buy	6,700 +4,800	+253%	+$311K	0.01%	561
2021 Q3	$127K	Buy	+1,900	New	+$148K	﹤0.01%	772

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAAS Capital Management's RIO Position: Q1 2025 in Review

CAAS Capital Management reduced its Rio Tinto (RIO) stake by 2.2% in Q1 2025, selling an estimated $50.1K and leaving 37,000 shares worth $2.22M. The position accounts for 0.24% of the portfolio, ranked #99.

CAAS Capital Management first reported a position in RIO in Q4 2020 and has held it in 7 quarters since. The position peaked at $8M in Q4 2020. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

CAAS Capital Management held 37,000 shares of Rio Tinto worth $2.22M as of Q1 2025.
CAAS Capital Management sold 814 Rio Tinto shares in Q1 2025, an estimated $50.1K.
Rio Tinto made up 0.24% of CAAS Capital Management's portfolio in Q1 2025, its #99 holding.
CAAS Capital Management first reported a position in Rio Tinto in Q4 2020 and has held it in 7 quarters since.
CAAS Capital Management's Rio Tinto position peaked at $8M in Q4 2020.
780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on CAAS Capital Management's 13F filing for Q1 2025, filed 1 May 2025.