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Edmond de Rothschild Holding’s Rio Tinto RIO Stock Holding History

Edmond de Rothschild Holding’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
Q1 		– Sell
-1,805
Closed -$129K – 795
2022
Q4 		$129K Sell
1,805
-936
-34% -$58.8K ﹤0.01% 528
2022
Q3 		$151K Buy
2,741
+188
+7% +$10.8K ﹤0.01% 512
2022
Q2 		$156K Sell
2,553
-3,142
-55% -$225K ﹤0.01% 527
2022
Q1 		$458K Sell
5,695
-1,022
-15% -$77.6K 0.01% 392
2021
Q4 		$450K Buy
6,717
+3,625
+117% +$235K 0.01% 434
2021
Q3 		$206K Buy
3,092
+1,080
+54% +$84.3K ﹤0.01% 536
2021
Q2 		$169K Hold
2,012
– – ﹤0.01% 553
2021
Q1 		$156K Buy
+2,012
New +$165K ﹤0.01% 509
2020
Q1 		– Sell
-1,250
Closed -$74K – 616
2019
Q4 		$74K Hold
1,250
– – ﹤0.01% 448
2019
Q3 		$65K Hold
1,250
– – ﹤0.01% 449
2019
Q2 		$78K Hold
1,250
– – ﹤0.01% 435
2019
Q1 		$74K Hold
1,250
– – ﹤0.01% 454
2018
Q4 		$61K Sell
1,250
-8,500
-87% -$415K ﹤0.01% 507
2018
Q3 		$497K Hold
9,750
– – 0.01% 335
2018
Q2 		$541K Sell
9,750
-3,250
-25% -$182K 0.02% 333
2018
Q1 		$670K Sell
13,000
-3,500
-21% -$191K 0.02% 318
2017
Q4 		$874K Sell
16,500
-3,604
-18% -$176K 0.03% 283
2017
Q3 		$949K Hold
20,104
– – 0.03% 284
2017
Q2 		$850K Hold
20,104
– – 0.02% 308
2017
Q1 		$817K Buy
20,104
+5,630
+39% +$239K 0.02% 313
2016
Q4 		$557K Buy
14,474
+974
+7% +$35.7K 0.02% 352
2016
Q3 		$451K Hold
13,500
– – 0.01% 397
2016
Q2 		$423K Buy
13,500
+100
+0.7% +$2.99K 0.01% 402
2016
Q1 		$379K Sell
13,400
-2,500
-16% -$66.6K 0.01% 401
2015
Q4 		$463K Buy
15,900
+6,100
+62% +$206K 0.01% 374
2015
Q3 		$331K Buy
9,800
+2,000
+26% +$74.8K 0.01% 394
2015
Q2 		$321K Buy
+7,800
New +$342K 0.01% 432

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edmond de Rothschild Holding's RIO Position: Q1 2023 in Review

Edmond de Rothschild Holding sold out of Rio Tinto (RIO) in Q1 2023, closing a stake of 1,805 shares — an estimated $129K sold.

Edmond de Rothschild Holding first reported a position in RIO in Q2 2015 and held it in 27 quarters. The position peaked at $949K in Q3 2017. 721 funds tracked by Wall St. Rank hold RIO as of Q1 2023.

  • Edmond de Rothschild Holding reported no remaining Rio Tinto position as of Q1 2023 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 1,805 Rio Tinto shares in Q1 2023, an estimated $129K.
  • Edmond de Rothschild Holding first reported a position in Rio Tinto in Q2 2015 and held it in 27 quarters.
  • Edmond de Rothschild Holding's Rio Tinto position peaked at $949K in Q3 2017.
  • 721 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2023.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2023, filed 11 May 2023.