Itau Unibanco Holding S.A.’s Rio Tinto RIO Stock Holding History

Itau Unibanco Holding S.A.’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 Q4	–	Sell	-155,517	Closed	-$9.9M	–	500
2023 Q3	$9.9M	Buy	155,517 +129,426	+496%	+$8.26M	0.44%	40
2023 Q2	$1.67M	Sell	26,091 -260,674	-91%	-$16.8M	0.08%	100
2023 Q1	$19.7M	Buy	286,765 +257,256	+872%	+$18.7M	0.99%	23
2022 Q4	$2.1M	Buy	29,509 +26,111	+768%	+$1.64M	0.09%	96
2022 Q3	$187K	Sell	3,398 -32,725	-91%	-$1.89M	0.01%	233
2022 Q2	$2.2M	Buy	36,123 +34,108	+1,693%	+$2.44M	0.08%	115
2022 Q1	$162K	Buy	+2,015	New	+$153K	﹤0.01%	245

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Itau Unibanco Holding S.A.'s RIO Position: Q4 2023 in Review

Itau Unibanco Holding S.A. sold out of Rio Tinto (RIO) in Q4 2023, closing a stake of 155,517 shares — an estimated $9.9M sold.

Itau Unibanco Holding S.A. first reported a position in RIO in Q1 2022 and held it in 7 quarters. The position peaked at $19.7M in Q1 2023. 770 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

Itau Unibanco Holding S.A. reported no remaining Rio Tinto position as of Q4 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 155,517 Rio Tinto shares in Q4 2023, an estimated $9.9M.
Itau Unibanco Holding S.A. first reported a position in Rio Tinto in Q1 2022 and held it in 7 quarters.
Itau Unibanco Holding S.A.'s Rio Tinto position peaked at $19.7M in Q1 2023.
770 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2023, filed 14 Feb 2024.