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Klingman & Associates’s Rio Tinto RIO Stock Holding History

Klingman & Associates’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
2024
Q3 		– Sell
-3,788
Closed -$250K – 272
2024
Q2 		$250K Buy
3,788
+64
+2% +$4.36K 0.02% 213
2024
Q1 		$237K Hold
3,724
– – 0.02% 219
2023
Q4 		$277K Hold
3,724
– – 0.02% 191
2023
Q3 		$237K Hold
3,724
– – 0.02% 204
2023
Q2 		$238K Hold
3,724
– – 0.02% 193
2023
Q1 		$255K Hold
3,724
– – 0.02% 168
2022
Q4 		$265K Buy
3,724
+7
+0.2% +$440 0.02% 172
2022
Q3 		$205K Buy
+3,717
New +$214K 0.02% 181
2015
Q3 		– Sell
-167
Closed -$7K – 441
2015
Q2 		$7K Buy
+167
New +$7.33K ﹤0.01% 330

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Klingman & Associates's RIO Position: Q3 2024 in Review

Klingman & Associates sold out of Rio Tinto (RIO) in Q3 2024, closing a stake of 3,788 shares — an estimated $250K sold.

Klingman & Associates first reported a position in RIO in Q2 2015 and held it in 9 quarters. The position peaked at $277K in Q4 2023. 760 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

  • Klingman & Associates reported no remaining Rio Tinto position as of Q3 2024 after selling out during the quarter.
  • Klingman & Associates sold 3,788 Rio Tinto shares in Q3 2024, an estimated $250K.
  • Klingman & Associates first reported a position in Rio Tinto in Q2 2015 and held it in 9 quarters.
  • Klingman & Associates's Rio Tinto position peaked at $277K in Q4 2023.
  • 760 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Klingman & Associates's 13F filing for Q3 2024, filed 1 Nov 2024.