HA
RIO icon

Hamel Associates’s Rio Tinto RIO Stock Holding History

Hamel 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
Q1 		– Sell
-6,710
Closed -$478K – 83
2022
Q4 		$478K Sell
6,710
-9,290
-58% -$584K 0.17% 67
2022
Q3 		$881K Sell
16,000
-590
-4% -$34K 0.35% 57
2022
Q2 		$1.01M Buy
16,590
+4,180
+34% +$300K 0.4% 54
2022
Q1 		$998K Buy
+12,410
New +$942K 0.35% 52
2018
Q4 		– Sell
-25,525
Closed -$1.3M – 95
2018
Q3 		$1.3M Sell
25,525
-37,435
-59% -$1.91M 0.56% 54
2018
Q2 		$3.49M Buy
62,960
+2,425
+4% +$136K 1.61% 21
2018
Q1 		$3.12K Buy
+60,535
New +$3.3M 0.21% 25

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hamel Associates's RIO Position: Q1 2023 in Review

Hamel Associates sold out of Rio Tinto (RIO) in Q1 2023, closing a stake of 6,710 shares — an estimated $478K sold.

Hamel Associates first reported a position in RIO in Q1 2018 and held it in 7 quarters. The position peaked at $3.49M in Q2 2018. 722 funds tracked by Wall St. Rank hold RIO as of Q1 2023.

  • Hamel Associates reported no remaining Rio Tinto position as of Q1 2023 after selling out during the quarter.
  • Hamel Associates sold 6,710 Rio Tinto shares in Q1 2023, an estimated $478K.
  • Hamel Associates first reported a position in Rio Tinto in Q1 2018 and held it in 7 quarters.
  • Hamel Associates's Rio Tinto position peaked at $3.49M in Q2 2018.
  • 722 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2023.

Based on Hamel Associates's 13F filing for Q1 2023, filed 8 May 2023.