EIP
RIO icon

Ellis Investment Partners’s Rio Tinto RIO Stock Holding History

Ellis Investment Partners’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
2022
Q4 		– Sell
-2
Closed – – 622
2022
Q3 		$0 Hold
2
– – ﹤0.01% 823
2022
Q2 		$0 Hold
2
– – ﹤0.01% 822
2022
Q1 		$0 Hold
2
– – ﹤0.01% 845
2021
Q4 		$0 Hold
2
– – ﹤0.01% 826
2021
Q3 		$0 Hold
2
– – ﹤0.01% 803
2021
Q2 		$0 Hold
2
– – ﹤0.01% 787
2021
Q1 		$0 Hold
2
– – ﹤0.01% 786
2020
Q4 		$0 Hold
2
– – ﹤0.01% 788
2020
Q3 		$0 Hold
2
– – ﹤0.01% 747
2020
Q2 		$0 Sell
2
-21
-91% -$1.06K ﹤0.01% 744
2020
Q1 		$1K Buy
23
+21
+1,050% +$1.08K ﹤0.01% 690
2019
Q4 		$0 Hold
2
– – ﹤0.01% 706
2019
Q3 		$0 Sell
2
-330
-99% -$17.9K ﹤0.01% 709
2019
Q2 		$20K Buy
+332
New +$19.9K 0.01% 443

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ellis Investment Partners's RIO Position: Q4 2022 in Review

Ellis Investment Partners sold out of Rio Tinto (RIO) in Q4 2022, closing a stake of 2 shares.

Ellis Investment Partners first reported a position in RIO in Q2 2019 and held it in 14 quarters. The position peaked at $20K in Q2 2019. 682 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

  • Ellis Investment Partners reported no remaining Rio Tinto position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 2 Rio Tinto shares in Q4 2022.
  • Ellis Investment Partners first reported a position in Rio Tinto in Q2 2019 and held it in 14 quarters.
  • Ellis Investment Partners's Rio Tinto position peaked at $20K in Q2 2019.
  • 682 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.