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Fulcrum Equity Management’s Rio Tinto RIO Stock Holding History

Fulcrum Equity 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
2024
Q4 		– Sell
-4,386
Closed -$312K – 148
2024
Q3 		$312K Sell
4,386
-542
-11% -$34.8K 0.26% 110
2024
Q2 		$325K Sell
4,928
-401
-8% -$27.3K 0.29% 101
2024
Q1 		$340K Buy
5,329
+1,015
+24% +$68K 0.4% 79
2023
Q4 		$321K Sell
4,314
-106
-2% -$7.11K 0.4% 71
2023
Q3 		$281K Sell
4,420
-8
-0.2% -$510 0.33% 74
2023
Q2 		$283K Buy
4,428
+1,042
+31% +$67K 0.33% 77
2023
Q1 		$232K Buy
+3,386
New +$246K 0.22% 84

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

Fulcrum Equity Management's RIO Position: Q4 2024 in Review

Fulcrum Equity Management sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 4,386 shares — an estimated $312K sold.

Fulcrum Equity Management first reported a position in RIO in Q1 2023 and held it in 7 quarters. The position peaked at $340K in Q1 2024. 753 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

  • Fulcrum Equity Management reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 4,386 Rio Tinto shares in Q4 2024, an estimated $312K.
  • Fulcrum Equity Management first reported a position in Rio Tinto in Q1 2023 and held it in 7 quarters.
  • Fulcrum Equity Management's Rio Tinto position peaked at $340K in Q1 2024.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.