Diversified Trust’s Rio Tinto RIO Stock Holding History

Diversified Trust’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 Q1	–	Sell	-20,069	Closed	-$1.49M	–	915
2023 Q4	$1.49M	Hold	20,069	–	–	0.05%	210
2023 Q3	$1.28M	Hold	20,069	–	–	0.05%	213
2023 Q2	$1.28M	Sell	20,069 -490	-2%	-$31.5K	0.05%	217
2023 Q1	$1.41M	Buy	+20,559	New	+$1.49M	0.05%	193
2021 Q3	–	Sell	-18,206	Closed	-$1.53M	–	853
2021 Q2	$1.53M	Sell	18,206 -3,669	-17%	-$315K	0.06%	169
2021 Q1	$1.7M	Buy	21,875 +639	+3%	+$52.4K	0.07%	147
2020 Q4	$1.6M	Hold	21,236	–	–	0.06%	144
2020 Q3	$1.28M	Sell	21,236 -21	-0.1%	-$1.29K	0.06%	152
2020 Q2	$1.19M	Buy	+21,257	New	+$1.08M	0.06%	135

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Diversified Trust's RIO Position: Q1 2024 in Review

Diversified Trust sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 20,069 shares — an estimated $1.49M sold.

Diversified Trust first reported a position in RIO in Q2 2020 and held it in 9 quarters. The position peaked at $1.7M in Q1 2021. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

Diversified Trust reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
Diversified Trust sold 20,069 Rio Tinto shares in Q1 2024, an estimated $1.49M.
Diversified Trust first reported a position in Rio Tinto in Q2 2020 and held it in 9 quarters.
Diversified Trust's Rio Tinto position peaked at $1.7M in Q1 2021.
751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Diversified Trust's 13F filing for Q1 2024, filed 18 Apr 2024.