Formidable Asset Management’s Rio Tinto RIO Stock Holding History

Formidable Asset Management’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 Q4	–	Sell	-8,870	Closed	-$556K	–	306
2023 Q3	$556K	Buy	+8,870	New	+$566K	0.12%	156
2023 Q2	–	Sell	-8,870	Closed	-$608K	–	317
2023 Q1	$608K	Buy	8,870 +2,608	+42%	+$189K	0.13%	155
2022 Q4	$446K	Sell	6,262 -2,702	-30%	-$170K	0.1%	177
2022 Q3	$494K	Buy	+8,964	New	+$517K	0.11%	158
2022 Q1	–	Sell	-10,681	Closed	-$715K	–	359
2021 Q4	$715K	Buy	+10,681	New	+$691K	0.14%	140
2016 Q2	–	Sell	-890	Closed	-$28K	–	361
2016 Q1	$28K	Sell	890 -764	-46%	-$20.3K	0.02%	251
2015 Q4	$44K	Sell	1,654 -200	-11%	-$6.76K	0.03%	235
2015 Q3	$62K	Buy	+1,854	New	+$69.4K	0.04%	203
2014 Q3	–	Sell	-9,971	Closed	-$541K	–	502
2014 Q2	$541K	Buy	+9,971	New	+$541K	0.33%	76
2014 Q1	–	Sell	-10,041	Closed	-$564K	–	487
2013 Q4	$564K	Buy	+10,041	New	+$522K	0.38%	65

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Formidable Asset Management's RIO Position: Q4 2023 in Review

Formidable Asset Management sold out of Rio Tinto (RIO) in Q4 2023, closing a stake of 8,870 shares — an estimated $556K sold.

Formidable Asset Management first reported a position in RIO in Q4 2013 and held it in 10 quarters. The position peaked at $715K in Q4 2021. 771 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

Formidable Asset Management reported no remaining Rio Tinto position as of Q4 2023 after selling out during the quarter.
Formidable Asset Management sold 8,870 Rio Tinto shares in Q4 2023, an estimated $556K.
Formidable Asset Management first reported a position in Rio Tinto in Q4 2013 and held it in 10 quarters.
Formidable Asset Management's Rio Tinto position peaked at $715K in Q4 2021.
771 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on Formidable Asset Management's 13F filing for Q4 2023, filed 7 Feb 2024.