Greenwood Capital Associates’s Rio Tinto RIO Stock Holding History

Greenwood Capital Associates’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 Q2	–	Sell	-15,296	Closed	-$1.05M	–	250
2023 Q1	$1.05M	Buy	15,296 +181	+1%	+$13.1K	0.15%	128
2022 Q4	$1.08M	Buy	15,115 +2,331	+18%	+$146K	0.18%	104
2022 Q3	$704K	Sell	12,784 -9,710	-43%	-$559K	0.12%	142
2022 Q2	$1.37M	Buy	22,494 +21,267	+1,733%	+$1.52M	0.22%	85
2022 Q1	$99K	Sell	1,227 -18,634	-94%	-$1.41M	0.03%	155
2021 Q4	$1.33M	Buy	19,861 +4,849	+32%	+$314K	0.19%	99
2021 Q3	$1M	Buy	15,012 +2,052	+16%	+$160K	0.15%	107
2021 Q2	$1.09M	Buy	12,960 +3,750	+41%	+$322K	0.16%	103
2021 Q1	$715K	Buy	9,210 +4,440	+93%	+$364K	0.11%	148
2020 Q4	$359K	Buy	+4,770	New	+$313K	0.06%	178

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Greenwood Capital Associates's RIO Position: Q2 2023 in Review

Greenwood Capital Associates sold out of Rio Tinto (RIO) in Q2 2023, closing a stake of 15,296 shares — an estimated $1.05M sold.

Greenwood Capital Associates first reported a position in RIO in Q4 2020 and held it in 10 quarters. The position peaked at $1.37M in Q2 2022. 710 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

Greenwood Capital Associates reported no remaining Rio Tinto position as of Q2 2023 after selling out during the quarter.
Greenwood Capital Associates sold 15,296 Rio Tinto shares in Q2 2023, an estimated $1.05M.
Greenwood Capital Associates first reported a position in Rio Tinto in Q4 2020 and held it in 10 quarters.
Greenwood Capital Associates's Rio Tinto position peaked at $1.37M in Q2 2022.
710 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on Greenwood Capital Associates's 13F filing for Q2 2023, filed 7 Aug 2023.