Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Rio Tinto RIO Stock Holding History

Kovitz Investment Group 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
2024
Q4 		– Sell
-14,669
Closed -$941K – 1253
2024
Q3 		$941K Sell
14,669
-2,831
-16% -$182K 0.01% 638
2024
Q2 		$1.15M Buy
17,500
+11,563
+195% +$787K 0.01% 508
2024
Q1 		$378K Buy
+5,937
New +$398K ﹤0.01% 549

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovitz Investment Group Partners's RIO Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 14,669 shares — an estimated $941K sold.

Kovitz Investment Group Partners first reported a position in RIO in Q1 2024 and held it in 3 quarters. The position peaked at $1.15M in Q2 2024. 753 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 14,669 Rio Tinto shares in Q4 2024, an estimated $941K.
  • Kovitz Investment Group Partners first reported a position in Rio Tinto in Q1 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Rio Tinto position peaked at $1.15M in Q2 2024.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.