Lee, Danner & Bass’s Rio Tinto RIO Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-400	Closed	-$23.5K	–	595
2024 Q4	$23.5K	Buy	+400	New	+$25.5K	﹤0.01%	441

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lee, Danner & Bass's RIO Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 400 shares — an estimated $23.5K sold.

Lee, Danner & Bass first reported a position in RIO in Q4 2024 and held it in 1 quarter. The position peaked at $23.5K in Q4 2024. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

Lee, Danner & Bass reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 400 Rio Tinto shares in Q1 2025, an estimated $23.5K.
Lee, Danner & Bass first reported a position in Rio Tinto in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Rio Tinto position peaked at $23.5K in Q4 2024.
780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.