Disciplined Investments’s Rio Tinto RIO Stock Holding History

Disciplined Investments’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	-118	Closed	-$7.53K	–	1232
2023 Q2	$7.53K	Hold	118	–	–	﹤0.01%	355
2023 Q1	$8.1K	Hold	118	–	–	﹤0.01%	368
2022 Q4	$8.4K	Sell	118 -185	-61%	-$11.6K	﹤0.01%	336
2022 Q3	$17K	Hold	303	–	–	0.01%	323
2022 Q2	$18K	Hold	303	–	–	0.01%	331
2022 Q1	$24K	Buy	303 +35	+13%	+$2.66K	0.01%	311
2021 Q4	$18K	Buy	268 +150	+127%	+$9.71K	0.01%	319
2021 Q3	$8K	Hold	118	–	–	﹤0.01%	317
2021 Q2	$10K	Hold	118	–	–	0.01%	304
2021 Q1	$9K	Hold	118	–	–	0.01%	266
2020 Q4	$9K	Hold	118	–	–	0.01%	235
2020 Q3	$7K	Hold	118	–	–	0.01%	284
2020 Q2	$7K	Hold	118	–	–	0.01%	297
2020 Q1	$5K	Hold	118	–	–	﹤0.01%	325
2019 Q4	$7K	Buy	+118	New	+$6.4K	0.01%	314

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Disciplined Investments's RIO Position: Q3 2023 in Review

Disciplined Investments sold out of Rio Tinto (RIO) in Q3 2023, closing a stake of 118 shares — an estimated $7.53K sold.

Disciplined Investments first reported a position in RIO in Q4 2019 and held it in 15 quarters. The position peaked at $24K in Q1 2022. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

Disciplined Investments reported no remaining Rio Tinto position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 118 Rio Tinto shares in Q3 2023, an estimated $7.53K.
Disciplined Investments first reported a position in Rio Tinto in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Rio Tinto position peaked at $24K in Q1 2022.
713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.