HM Payson & Co’s Rio Tinto RIO Stock Holding History

HM Payson & Co’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 Q3	–	Sell	-34	Closed	-$2.17K	–	1040
2023 Q2	$2.17K	Sell	34 -533	-94%	-$34.3K	﹤0.01%	914
2023 Q1	$38.9K	Hold	567	–	–	﹤0.01%	617
2022 Q4	$40.4K	Buy	567 +34	+6%	+$2.14K	﹤0.01%	584
2022 Q3	$29K	Hold	533	–	–	﹤0.01%	646
2022 Q2	$33K	Hold	533	–	–	﹤0.01%	642
2022 Q1	$43K	Hold	533	–	–	﹤0.01%	619
2021 Q4	$36K	Sell	533 -9	-2%	-$583	﹤0.01%	669
2021 Q3	$36K	Hold	542	–	–	﹤0.01%	650
2021 Q2	$45K	Buy	542 +9	+2%	+$774	﹤0.01%	605
2021 Q1	$41K	Hold	533	–	–	﹤0.01%	634
2020 Q4	$40K	Buy	533 +501	+1,566%	+$32.9K	﹤0.01%	642
2020 Q3	$2K	Buy	+32	New	+$1.96K	﹤0.01%	953

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

HM Payson & Co's RIO Position: Q3 2023 in Review

HM Payson & Co sold out of Rio Tinto (RIO) in Q3 2023, closing a stake of 34 shares — an estimated $2.17K sold.

HM Payson & Co first reported a position in RIO in Q3 2020 and held it in 12 quarters. The position peaked at $45K in Q2 2021. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

HM Payson & Co reported no remaining Rio Tinto position as of Q3 2023 after selling out during the quarter.
HM Payson & Co sold 34 Rio Tinto shares in Q3 2023, an estimated $2.17K.
HM Payson & Co first reported a position in Rio Tinto in Q3 2020 and held it in 12 quarters.
HM Payson & Co's Rio Tinto position peaked at $45K in Q2 2021.
713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on HM Payson & Co's 13F filing for Q3 2023, filed 6 Nov 2023.