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Chesley Taft & Associates’s Rio Tinto RIO Stock Holding History

Chesley Taft & 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 		– Sell
-5,125
Closed -$338K – 328
2024
Q2 		$338K Sell
5,125
-900
-15% -$61.2K 0.02% 275
2024
Q1 		$384K Sell
6,025
-250
-4% -$16.7K 0.02% 267
2023
Q4 		$467K Sell
6,275
-450
-7% -$30.2K 0.03% 243
2023
Q3 		$428K Sell
6,725
-450
-6% -$28.7K 0.03% 235
2023
Q2 		$458K Sell
7,175
-575
-7% -$37K 0.03% 231
2023
Q1 		$532K Buy
+7,750
New +$562K 0.03% 218

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Chesley Taft & Associates's RIO Position: Q3 2024 in Review

Chesley Taft & Associates sold out of Rio Tinto (RIO) in Q3 2024, closing a stake of 5,125 shares — an estimated $338K sold.

Chesley Taft & Associates first reported a position in RIO in Q1 2023 and held it in 6 quarters. The position peaked at $532K in Q1 2023. 759 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

  • Chesley Taft & Associates reported no remaining Rio Tinto position as of Q3 2024 after selling out during the quarter.
  • Chesley Taft & Associates sold 5,125 Rio Tinto shares in Q3 2024, an estimated $338K.
  • Chesley Taft & Associates first reported a position in Rio Tinto in Q1 2023 and held it in 6 quarters.
  • Chesley Taft & Associates's Rio Tinto position peaked at $532K in Q1 2023.
  • 759 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Chesley Taft & Associates's 13F filing for Q3 2024, filed 7 Oct 2024.