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Epoch Investment Partners’s Rio Tinto RIO Stock Holding History

Epoch 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
2024
Q4 		– Sell
-3,343
Closed -$238K – 364
2024
Q3 		$238K Hold
3,343
– – ﹤0.01% 364
2024
Q2 		$220K Sell
3,343
-176,326
-98% -$12M ﹤0.01% 375
2024
Q1 		$11.5M Sell
179,669
-103,165
-36% -$6.91M 0.05% 245
2023
Q4 		$21.1M Sell
282,834
-48,336
-15% -$3.24M 0.1% 210
2023
Q3 		$21.1M Sell
331,170
-2,459
-0.7% -$157K 0.13% 193
2023
Q2 		$21.3M Sell
333,629
-67,055
-17% -$4.31M 0.12% 197
2023
Q1 		$27.5M Sell
400,684
-80,568
-17% -$5.85M 0.16% 181
2022
Q4 		$34.3M Sell
481,252
-62,593
-12% -$3.93M 0.2% 156
2022
Q3 		$29.9M Sell
543,845
-162,847
-23% -$9.38M 0.2% 160
2022
Q2 		$43.1M Sell
706,692
-48,075
-6% -$3.45M 0.25% 140
2022
Q1 		$60.7M Buy
+754,767
New +$57.3M 0.3% 114
2015
Q4 		– Sell
-23,973
Closed -$811K – 306
2015
Q3 		$811K Buy
23,973
+393
+2% +$14.7K ﹤0.01% 228
2015
Q2 		$971K Buy
23,580
+412
+2% +$18.1K ﹤0.01% 231
2015
Q1 		$960K Sell
23,168
-23,327
-50% -$1.05M ﹤0.01% 229
2014
Q4 		$2.14M Buy
46,495
+16,298
+54% +$768K 0.01% 226
2014
Q3 		$1.49M Buy
+30,197
New +$1.67M 0.01% 244

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

Epoch Investment Partners's RIO Position: Q4 2024 in Review

Epoch Investment Partners sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 3,343 shares — an estimated $238K sold.

Epoch Investment Partners first reported a position in RIO in Q3 2014 and held it in 16 quarters. The position peaked at $60.7M in Q1 2022. 753 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

  • Epoch Investment Partners reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 3,343 Rio Tinto shares in Q4 2024, an estimated $238K.
  • Epoch Investment Partners first reported a position in Rio Tinto in Q3 2014 and held it in 16 quarters.
  • Epoch Investment Partners's Rio Tinto position peaked at $60.7M in Q1 2022.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.