Jacobi Capital Management’s Rio Tinto RIO Stock Holding History

Jacobi Capital Management’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
2021 Q4	–	Sell	-651	Closed	-$43K	–	1117
2021 Q3	$43K	Buy	651 +50	+8%	+$3.9K	0.01%	691
2021 Q2	$50K	Buy	601 +276	+85%	+$23.7K	0.01%	626
2021 Q1	$25K	Hold	325	–	–	﹤0.01%	736
2020 Q4	$24K	Hold	325	–	–	﹤0.01%	687
2020 Q3	$20K	Buy	+325	New	+$19.9K	﹤0.01%	673
2018 Q4	–	Sell	-3,318	Closed	-$169K	–	1004
2018 Q3	$169K	Hold	3,318	–	–	0.05%	249
2018 Q2	$184K	Hold	3,318	–	–	0.05%	221
2018 Q1	$170K	Sell	3,318 -518	-14%	-$28.2K	0.05%	210
2017 Q4	$213K	Hold	3,836	–	–	0.07%	157
2017 Q3	$184K	Hold	3,836	–	–	0.06%	159
2017 Q2	$170K	Hold	3,836	–	–	0.07%	140
2017 Q1	$156K	Hold	3,836	–	–	0.08%	117
2016 Q4	$160K	Buy	3,836 +971	+34%	+$35.6K	0.1%	100
2016 Q3	$95K	Buy	2,865 +1,398	+95%	+$44.5K	0.04%	159
2016 Q2	$45K	Buy	+1,467	New	+$43.8K	0.02%	242

Other funds holding RIO

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jacobi Capital Management's RIO Position: Q4 2021 in Review

Jacobi Capital Management sold out of Rio Tinto (RIO) in Q4 2021, closing a stake of 651 shares — an estimated $43K sold.

Jacobi Capital Management first reported a position in RIO in Q2 2016 and held it in 15 quarters. The position peaked at $213K in Q4 2017. 604 funds tracked by Wall St. Rank hold RIO as of Q4 2021.

Jacobi Capital Management reported no remaining Rio Tinto position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 651 Rio Tinto shares in Q4 2021, an estimated $43K.
Jacobi Capital Management first reported a position in Rio Tinto in Q2 2016 and held it in 15 quarters.
Jacobi Capital Management's Rio Tinto position peaked at $213K in Q4 2017.
604 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.