Cambridge Trust’s Rio Tinto RIO Stock Holding History

Cambridge Trust’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	$475K	Sell	7,446 -95,392	-93%	-$6.39M	0.02%	196
2023 Q4	$7.66M	Sell	102,838 -174,725	-63%	-$11.7M	0.32%	75
2023 Q3	$17.7M	Sell	277,563 -1,307	-0.5%	-$83.4K	0.81%	43
2023 Q2	$17.8M	Sell	278,870 -8,969	-3%	-$577K	0.81%	46
2023 Q1	$19.7M	Buy	287,839 +10,667	+4%	+$774K	0.94%	39
2022 Q4	$19.7M	Sell	277,172 -22,788	-8%	-$1.43M	0.88%	44
2022 Q3	$16.5M	Sell	299,960 -9,414	-3%	-$542K	0.78%	49
2022 Q2	$18.9M	Buy	309,374 +30,919	+11%	+$2.22M	0.83%	48
2022 Q1	$22.4M	Buy	278,455 +30,741	+12%	+$2.33M	0.78%	47
2021 Q4	$16.6M	Buy	247,714 +41,926	+20%	+$2.71M	0.53%	64
2021 Q3	$13.8M	Buy	205,788 +1,341	+0.7%	+$105K	0.52%	67
2021 Q2	$17.2M	Buy	+204,447	New	+$17.6M	0.65%	57

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cambridge Trust's RIO Position: Q1 2024 in Review

Cambridge Trust reduced its Rio Tinto (RIO) stake by 93% in Q1 2024, selling an estimated $6.39M and leaving 7,446 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #196.

Cambridge Trust first reported a position in RIO in Q2 2021 and has held it in 12 quarters since. The position peaked at $22.4M in Q1 2022. 752 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

Cambridge Trust held 7,446 shares of Rio Tinto worth $475K as of Q1 2024.
Cambridge Trust sold 95,392 Rio Tinto shares in Q1 2024, an estimated $6.39M.
Rio Tinto made up 0.02% of Cambridge Trust's portfolio in Q1 2024, its #196 holding.
Cambridge Trust first reported a position in Rio Tinto in Q2 2021 and has held it in 12 quarters since.
Cambridge Trust's Rio Tinto position peaked at $22.4M in Q1 2022.
752 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.