Capital Growth Management’s Rio Tinto RIO Stock Holding History

Capital Growth 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
2022 Q3	–	Sell	-180,000	Closed	-$11M	–	75
2022 Q2	$11M	Sell	180,000 -230,000	-56%	-$16.5M	1.31%	24
2022 Q1	$33M	Buy	+410,000	New	+$31.1M	3.04%	12
2021 Q2	–	Sell	-300,000	Closed	-$23.3M	–	76
2021 Q1	$23.3M	Buy	300,000 +60,000	+25%	+$4.92M	2.13%	22
2020 Q4	$18.1M	Buy	+240,000	New	+$15.8M	1.82%	33
2018 Q3	–	Sell	-350,000	Closed	-$19.4M	–	68
2018 Q2	$19.4M	Sell	350,000 -490,000	-58%	-$27.4M	0.98%	36
2018 Q1	$43.3M	Buy	+840,000	New	+$45.8M	1.92%	24
2017 Q3	–	Sell	-100,000	Closed	-$4.23M	–	69
2017 Q2	$4.23M	Buy	+100,000	New	+$4.01M	0.19%	45
2017 Q1	–	Sell	-620,000	Closed	-$23.8M	–	67
2016 Q4	$23.8M	Sell	620,000 -130,000	-17%	-$4.77M	1.06%	34
2016 Q3	$25.1M	Buy	+750,000	New	+$23.9M	1.18%	29

Other funds holding RIO

Fisher Asset Management

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

Wellington Management Group

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

State Farm Mutual Automobile Insurance

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

Capital World Investors

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

Franklin Resources

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 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