Chartwell Investment Partners’s Rio Tinto RIO Stock Holding History

Chartwell Investment Partners’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	$1.46M	Buy	+20,500	New	+$1.32M	0.05%	319
2017 Q4	–	Sell	-74,045	Closed	-$3.49M	–	421
2017 Q3	$3.49M	Sell	74,045 -40,825	-36%	-$1.9M	0.12%	244
2017 Q2	$4.86M	Sell	114,870 -46,000	-29%	-$1.84M	0.18%	170
2017 Q1	$6.54M	Sell	160,870 -80,000	-33%	-$3.4M	0.24%	143
2016 Q4	$9.26M	Sell	240,870 -3,000	-1%	-$110K	0.32%	121
2016 Q3	$8.14M	Buy	243,870 +139,200	+133%	+$4.44M	0.15%	204
2016 Q2	$3.28M	Buy	+104,670	New	+$3.13M	0.06%	283

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

Chartwell Investment Partners's RIO Position: Q3 2024 in Review

Chartwell Investment Partners opened a new position in Rio Tinto (RIO) in Q3 2024: 20,500 shares worth $1.46M. The stake represents 0.05% of the portfolio and ranks #319 among its holdings. This is a return to the name: Chartwell Investment Partners previously reported a position in RIO as recently as Q3 2017.

Chartwell Investment Partners first reported a position in RIO in Q2 2016 and has held it in 7 quarters since. The position peaked at $9.26M in Q4 2016. 759 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

Chartwell Investment Partners held 20,500 shares of Rio Tinto worth $1.46M as of Q3 2024.
Rio Tinto was a new Chartwell Investment Partners position in Q3 2024.
Rio Tinto made up 0.05% of Chartwell Investment Partners's portfolio in Q3 2024, its #319 holding.
Chartwell Investment Partners first reported a position in Rio Tinto in Q2 2016 and has held it in 7 quarters since.
Chartwell Investment Partners's Rio Tinto position peaked at $9.26M in Q4 2016.
759 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.