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Freedom Investment Management’s Rio Tinto RIO Stock Holding History

Freedom Investment 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
Q3 		– Sell
-15,576
Closed -$994K – 749
2023
Q2 		$994K Sell
15,576
-199
-1% -$12.8K 0.11% 241
2023
Q1 		$1.08M Buy
+15,775
New +$1.14M 0.12% 220
2021
Q1 		– Sell
-4,789
Closed -$360K – 893
2020
Q4 		$360K Sell
4,789
-1,435
-23% -$94.2K 0.04% 428
2020
Q3 		$376K Sell
6,224
-975
-14% -$59.8K 0.04% 359
2020
Q2 		$404K Sell
7,199
-1,259
-15% -$63.8K 0.04% 337
2020
Q1 		$454K Buy
8,458
+1,320
+18% +$67.8K 0.04% 370
2019
Q4 		$424K Sell
7,138
-1,309
-15% -$71K 0.04% 380
2019
Q3 		$440K Sell
8,447
-1,553
-16% -$84.3K 0.04% 388
2019
Q2 		$623K Sell
10,000
-1,997
-17% -$120K 0.05% 312
2019
Q1 		$706K Sell
11,997
-3,103
-21% -$171K 0.06% 303
2018
Q4 		$732K Buy
15,100
+6,681
+79% +$326K 0.06% 331
2018
Q3 		$392K Buy
8,419
+183
+2% +$9.33K 0.02% 623
2018
Q2 		$457K Buy
8,236
+4,238
+106% +$237K 0.03% 592
2018
Q1 		$206K Sell
3,998
-1,113
-22% -$60.7K 0.01% 1030
2017
Q4 		$271K Sell
5,111
-167
-3% -$8.15K 0.01% 928
2017
Q3 		$249K Buy
5,278
+148
+3% +$6.88K 0.01% 934
2017
Q2 		$217K Buy
5,130
+11
+0.2% +$441 0.01% 952
2017
Q1 		$208K Buy
+5,119
New +$217K 0.01% 951

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Freedom Investment Management's RIO Position: Q3 2023 in Review

Freedom Investment Management sold out of Rio Tinto (RIO) in Q3 2023, closing a stake of 15,576 shares — an estimated $994K sold.

Freedom Investment Management first reported a position in RIO in Q1 2017 and held it in 18 quarters. The position peaked at $1.08M in Q1 2023. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

  • Freedom Investment Management reported no remaining Rio Tinto position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 15,576 Rio Tinto shares in Q3 2023, an estimated $994K.
  • Freedom Investment Management first reported a position in Rio Tinto in Q1 2017 and held it in 18 quarters.
  • Freedom Investment Management's Rio Tinto position peaked at $1.08M in Q1 2023.
  • 713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.