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Eagle Rock Investment Company’s Rio Tinto RIO Stock Holding History

Eagle Rock Investment Company’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
Q4 		– Sell
-15,500
Closed -$1.1M – 156
2024
Q3 		$1.1M Sell
15,500
-5,470
-26% -$351K 0.18% 96
2024
Q2 		$1.38M Buy
20,970
+3,785
+22% +$258K 0.25% 85
2024
Q1 		$1.1M Buy
+17,185
New +$1.15M 0.2% 93

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eagle Rock Investment Company's RIO Position: Q4 2024 in Review

Eagle Rock Investment Company sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 15,500 shares — an estimated $1.1M sold.

Eagle Rock Investment Company first reported a position in RIO in Q1 2024 and held it in 3 quarters. The position peaked at $1.38M in Q2 2024. 754 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

  • Eagle Rock Investment Company reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
  • Eagle Rock Investment Company sold 15,500 Rio Tinto shares in Q4 2024, an estimated $1.1M.
  • Eagle Rock Investment Company first reported a position in Rio Tinto in Q1 2024 and held it in 3 quarters.
  • Eagle Rock Investment Company's Rio Tinto position peaked at $1.38M in Q2 2024.
  • 754 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Eagle Rock Investment Company's 13F filing for Q4 2024, filed 15 Jan 2025.