LDFR
RIO icon

Lehman & Derafelo Financial Resources’s Rio Tinto RIO Stock Holding History

Lehman & Derafelo Financial Resources’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
2021
Q3 		– Sell
-2,945
Closed -$247K – 217
2021
Q2 		$247K Hold
2,945
– – 0.07% 102
2021
Q1 		$229K Hold
2,945
– – 0.06% 109
2020
Q4 		$222K Buy
+2,945
New +$193K 0.07% 106

Other funds holding RIO

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lehman & Derafelo Financial Resources's RIO Position: Q3 2021 in Review

Lehman & Derafelo Financial Resources sold out of Rio Tinto (RIO) in Q3 2021, closing a stake of 2,945 shares — an estimated $247K sold.

Lehman & Derafelo Financial Resources first reported a position in RIO in Q4 2020 and held it in 3 quarters. The position peaked at $247K in Q2 2021. 577 funds tracked by Wall St. Rank hold RIO as of Q3 2021.

  • Lehman & Derafelo Financial Resources reported no remaining Rio Tinto position as of Q3 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 2,945 Rio Tinto shares in Q3 2021, an estimated $247K.
  • Lehman & Derafelo Financial Resources first reported a position in Rio Tinto in Q4 2020 and held it in 3 quarters.
  • Lehman & Derafelo Financial Resources's Rio Tinto position peaked at $247K in Q2 2021.
  • 577 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2021, filed 28 Oct 2021.