Carmichael Hill & Associates’s Rio Tinto RIO Stock Holding History

Carmichael Hill & Associates’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 Q3	$123K	Sell	1,732 -25	-1%	-$1.61K	0.04%	237
2024 Q2	$116K	Hold	1,757	–	–	0.05%	228
2024 Q1	$112K	Hold	1,757	–	–	0.04%	235
2023 Q4	$131K	Hold	1,757	–	–	0.05%	229
2023 Q3	$112K	Hold	1,757	–	–	0.05%	234
2023 Q2	$112K	Hold	1,757	–	–	0.05%	232
2023 Q1	$121K	Buy	1,757 +292	+20%	+$21.2K	0.06%	212
2022 Q4	$104K	Hold	1,465	–	–	0.05%	232
2022 Q3	$81K	Hold	1,465	–	–	0.04%	250
2022 Q2	$89K	Buy	1,465 +440	+43%	+$31.5K	0.05%	246
2022 Q1	$82K	Hold	1,025	–	–	0.04%	273
2021 Q4	$69K	Buy	1,025 +1	+0.1%	+$65	0.03%	307
2021 Q3	$68K	Hold	1,024	–	–	0.03%	297
2021 Q2	$86K	Sell	1,024 -91	-8%	-$7.82K	0.04%	261
2021 Q1	$87K	Buy	1,115 +65	+6%	+$5.33K	0.05%	254
2020 Q4	$79K	Hold	1,050	–	–	0.05%	261
2020 Q3	$63K	Hold	1,050	–	–	0.04%	271
2020 Q2	$59K	Sell	1,050 -61	-5%	-$3.09K	0.04%	258
2020 Q1	$51K	Sell	1,111 -50	-4%	-$2.57K	0.04%	247
2019 Q4	$69K	Buy	+1,161	New	+$63K	0.05%	242

Other funds holding RIO

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Carmichael Hill & Associates's RIO Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Rio Tinto (RIO) stake by 1.4% in Q3 2024, selling an estimated $1.61K and leaving 1,732 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #237.

Carmichael Hill & Associates first reported a position in RIO in Q4 2019 and has held it in 20 quarters since. The position peaked at $131K in Q4 2023. 759 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

Carmichael Hill & Associates held 1,732 shares of Rio Tinto worth $123K as of Q3 2024.
Carmichael Hill & Associates sold 25 Rio Tinto shares in Q3 2024, an estimated $1.61K.
Rio Tinto made up 0.04% of Carmichael Hill & Associates's portfolio in Q3 2024, its #237 holding.
Carmichael Hill & Associates first reported a position in Rio Tinto in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's Rio Tinto position peaked at $131K in Q4 2023.
759 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.