GYL Financial Synergies’s Rio Tinto RIO Stock Holding History

GYL Financial Synergies’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 Q3	$308K	Buy	4,331 +44	+1%	+$2.83K	0.02%	290
2024 Q2	$283K	Sell	4,287 -3,311	-44%	-$225K	0.02%	303
2024 Q1	$484K	Sell	7,598 -4	-0.1%	-$268	0.04%	248
2023 Q4	$566K	Buy	7,602 +192	+3%	+$12.9K	0.05%	227
2023 Q3	$472K	Sell	7,410 -209	-3%	-$13.3K	0.05%	239
2023 Q2	$486K	Buy	7,619 +270	+4%	+$17.4K	0.04%	242
2023 Q1	$504K	Buy	7,349 +3,870	+111%	+$281K	0.06%	189
2022 Q4	$248K	Buy	+3,479	New	+$219K	0.05%	187
2022 Q3	–	Sell	-3,374	Closed	-$206K	–	202
2022 Q2	$206K	Sell	3,374 -36	-1%	-$2.58K	0.06%	181
2022 Q1	$274K	Buy	+3,410	New	+$259K	0.07%	165

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

GYL Financial Synergies's RIO Position: Q3 2024 in Review

GYL Financial Synergies increased its Rio Tinto (RIO) stake by 1% in Q3 2024, buying an estimated $2.83K and bringing the position to 4,331 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #290.

GYL Financial Synergies first reported a position in RIO in Q1 2022 and has held it in 10 quarters since. The position peaked at $566K in Q4 2023. 760 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

GYL Financial Synergies held 4,331 shares of Rio Tinto worth $308K as of Q3 2024.
GYL Financial Synergies bought 44 Rio Tinto shares in Q3 2024, an estimated $2.83K.
Rio Tinto made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #290 holding.
GYL Financial Synergies first reported a position in Rio Tinto in Q1 2022 and has held it in 10 quarters since.
GYL Financial Synergies's Rio Tinto position peaked at $566K in Q4 2023.
760 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.