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Laffer Tengler Investments’s Rio Tinto RIO Stock Holding History

Laffer Tengler Investments’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
-1,500
Closed -$98.9K – 315
2024
Q2 		$98.9K Buy
+1,500
New +$102K 0.02% 211
2019
Q4 		– Sell
-11,538
Closed -$601K – 143
2019
Q3 		$601K Sell
11,538
-133
-1% -$7.22K 0.51% 59
2019
Q2 		$728K Buy
11,671
+182
+2% +$10.9K 0.62% 44
2019
Q1 		$676K Buy
11,489
+264
+2% +$14.5K 0.18% 142
2018
Q4 		$544K Sell
11,225
-324
-3% -$15.8K 0.16% 146
2018
Q3 		$589K Sell
11,549
-528
-4% -$26.9K 0.15% 158
2018
Q2 		$670K Sell
12,077
-296
-2% -$16.6K 0.17% 153
2018
Q1 		$638K Buy
+12,373
New +$674K 0.16% 153

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 $871B 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

Laffer Tengler Investments's RIO Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Rio Tinto (RIO) in Q3 2024, closing a stake of 1,500 shares — an estimated $98.9K sold.

Laffer Tengler Investments first reported a position in RIO in Q1 2018 and held it in 8 quarters. The position peaked at $728K in Q2 2019. 759 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

  • Laffer Tengler Investments reported no remaining Rio Tinto position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 1,500 Rio Tinto shares in Q3 2024, an estimated $98.9K.
  • Laffer Tengler Investments first reported a position in Rio Tinto in Q1 2018 and held it in 8 quarters.
  • Laffer Tengler Investments's Rio Tinto position peaked at $728K in Q2 2019.
  • 759 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.