D.J. St. Germain’s Rio Tinto RIO Stock Holding History

D.J. St. Germain’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
2023 Q3	–	Sell	-49	Closed	-$3.13K	–	773
2023 Q2	$3.13K	Buy	+49	New	+$3.15K	﹤0.01%	623
2022 Q4	$3.49K	Buy	+49	New	+$3.08K	﹤0.01%	323

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

D.J. St. Germain's RIO Position: Q3 2023 in Review

D.J. St. Germain sold out of Rio Tinto (RIO) in Q3 2023, closing a stake of 49 shares — an estimated $3.13K sold.

D.J. St. Germain first reported a position in RIO in Q4 2022 and held it in 2 quarters. The position peaked at $3.49K in Q4 2022. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

D.J. St. Germain reported no remaining Rio Tinto position as of Q3 2023 after selling out during the quarter.
D.J. St. Germain sold 49 Rio Tinto shares in Q3 2023, an estimated $3.13K.
D.J. St. Germain first reported a position in Rio Tinto in Q4 2022 and held it in 2 quarters.
D.J. St. Germain's Rio Tinto position peaked at $3.49K in Q4 2022.
713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on D.J. St. Germain's 13F filing for Q3 2023, filed 23 Oct 2023.