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Gratus Capital’s Rio Tinto RIO Stock Holding History

Gratus Capital’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
Q2 		$207K Buy
+3,143
New +$214K 0.01% 345
2021
Q2 		– Sell
-77,190
Closed -$5.99M – 188
2021
Q1 		$5.99M Buy
+77,190
New +$6.33M 0.72% 54

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gratus Capital's RIO Position: Q2 2024 in Review

Gratus Capital opened a new position in Rio Tinto (RIO) in Q2 2024: 3,143 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Gratus Capital previously reported a position in RIO as recently as Q1 2021.

Gratus Capital first reported a position in RIO in Q1 2021 and has held it in 2 quarters since. The position peaked at $5.99M in Q1 2021. 753 funds tracked by Wall St. Rank hold RIO as of Q2 2024.

  • Gratus Capital held 3,143 shares of Rio Tinto worth $207K as of Q2 2024.
  • Rio Tinto was a new Gratus Capital position in Q2 2024.
  • Rio Tinto made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #345 holding.
  • Gratus Capital first reported a position in Rio Tinto in Q1 2021 and has held it in 2 quarters since.
  • Gratus Capital's Rio Tinto position peaked at $5.99M in Q1 2021.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.