HVP
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Hudson Value Partners’s Rio Tinto RIO Stock Holding History

Hudson Value Partners’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
2025
Q2 		– Sell
-20,884
Closed -$1.25M – 113
2025
Q1 		$1.25M Buy
+20,884
New +$1.29M 0.47% 48
2023
Q2 		– Sell
-19,914
Closed -$1.37M – 112
2023
Q1 		$1.37M Buy
19,914
+61
+0.3% +$4.43K 0.78% 38
2022
Q4 		$1.41M Buy
19,853
+628
+3% +$39.4K 0.87% 34
2022
Q3 		$1.06M Sell
19,225
-11,440
-37% -$659K 0.71% 41
2022
Q2 		$1.87M Buy
30,665
+1,223
+4% +$87.7K 1.19% 32
2022
Q1 		$2.37M Buy
29,442
+5,193
+21% +$394K 1.22% 32
2021
Q4 		$1.62M Buy
24,249
+2,677
+12% +$173K 0.79% 39
2021
Q3 		$1.44M Buy
21,572
+4,157
+24% +$324K 0.79% 40
2021
Q2 		$1.46M Buy
17,415
+1,778
+11% +$153K 0.81% 39
2021
Q1 		$1.22M Buy
15,637
+852
+6% +$69.9K 0.73% 43
2020
Q4 		$1.12M Buy
+14,785
New +$971K 0.75% 41

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return