Harel Insurance Investments & Financial Services’s Rio Tinto RIO Stock Holding History

Harel Insurance Investments & Financial Services’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
2022 Q4	–	Sell	-2,702	Closed	-$149K	–	732
2022 Q3	$149K	Hold	2,702	–	–	﹤0.01%	330
2022 Q2	$165K	Hold	2,702	–	–	﹤0.01%	351
2022 Q1	$217K	Hold	2,702	–	–	﹤0.01%	333
2021 Q4	$180K	Sell	2,702 -2,998	-53%	-$194K	﹤0.01%	426
2021 Q3	$381K	Hold	5,700	–	–	0.01%	264
2021 Q2	$1.56M	Buy	+5,700	New	+$490K	0.03%	247
2019 Q1	–	Sell	-17,170	Closed	-$832K	–	503
2018 Q4	$832K	Buy	17,170 +14,170	+472%	+$691K	0.05%	92
2018 Q3	$153K	Hold	3,000	–	–	0.01%	226
2018 Q2	$166K	Buy	+3,000	New	+$168K	0.01%	204

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's RIO Position: Q4 2022 in Review

Harel Insurance Investments & Financial Services sold out of Rio Tinto (RIO) in Q4 2022, closing a stake of 2,702 shares — an estimated $149K sold.

Harel Insurance Investments & Financial Services first reported a position in RIO in Q2 2018 and held it in 9 quarters. The position peaked at $1.56M in Q2 2021. 683 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

Harel Insurance Investments & Financial Services reported no remaining Rio Tinto position as of Q4 2022 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 2,702 Rio Tinto shares in Q4 2022, an estimated $149K.
Harel Insurance Investments & Financial Services first reported a position in Rio Tinto in Q2 2018 and held it in 9 quarters.
Harel Insurance Investments & Financial Services's Rio Tinto position peaked at $1.56M in Q2 2021.
683 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2022, filed 26 Jan 2023.