Causeway Capital Management’s Rio Tinto RIO Stock Holding History

Causeway 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
2024 Q2	–	Sell	-9,525	Closed	-$607K	–	95
2024 Q1	$607K	Sell	9,525 -95,901	-91%	-$6.42M	0.02%	79
2023 Q4	$7.85M	Sell	105,426 -208,036	-66%	-$14M	0.2%	76
2023 Q3	$19.9M	Buy	313,462 +43,804	+16%	+$2.79M	0.53%	47
2023 Q2	$17.2M	Buy	269,658 +114,244	+74%	+$7.35M	0.45%	50
2023 Q1	$10.7M	Buy	155,414 +2,340	+2%	+$170K	0.26%	56
2022 Q4	$10.9M	Sell	153,074 -2,458	-2%	-$154K	0.32%	56
2022 Q3	$8.56M	Buy	+155,532	New	+$8.96M	0.24%	63
2020 Q2	–	Sell	-101,644	Closed	-$4.63M	–	92
2020 Q1	$4.63M	Buy	+101,644	New	+$5.22M	0.07%	69
2015 Q4	–	Sell	-300,978	Closed	-$10.2M	–	81
2015 Q3	$10.2M	Buy	+300,978	New	+$11.3M	0.2%	59
2015 Q2	–	Sell	-208,027	Closed	-$8.61M	–	83
2015 Q1	$8.61M	Sell	208,027 -56,051	-21%	-$2.53M	0.22%	59
2014 Q4	$12.2M	Buy	264,078 +28,833	+12%	+$1.36M	0.35%	46
2014 Q3	$11.6M	Buy	235,245 +8,413	+4%	+$465K	0.4%	49
2014 Q2	$13M	Buy	226,832 +22,369	+11%	+$1.21M	0.53%	43
2014 Q1	$11.4M	Buy	204,463 +76,104	+59%	+$4.15M	0.51%	46
2013 Q4	$7.24M	Buy	128,359 +75,947	+145%	+$3.95M	0.41%	48
2013 Q3	$2.56M	Sell	52,412 -8,354	-14%	-$390K	0.21%	50
2013 Q2	$2.5M	Buy	+60,766	New	+$2.71M	0.26%	46

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Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Franklin Resources

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

Capital World Investors

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

Neuberger Berman Group

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

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