KA
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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 $535B AUM 26.23% 1-Year Est. Return
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 $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return