Marietta Investment Partners’s Rio Tinto RIO Stock Holding History

Marietta Investment 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 Q1	–	Sell	-6,966	Closed	-$519K	–	167
2023 Q4	$519K	Buy	6,966 +474	+7%	+$31.8K	0.13%	108
2023 Q3	$413K	Sell	6,492 -48	-0.7%	-$3.06K	0.12%	122
2023 Q2	$418K	Buy	6,540 +55	+0.8%	+$3.54K	0.11%	122
2023 Q1	$445K	Buy	6,485 +40	+0.6%	+$2.9K	0.12%	123
2022 Q4	$459K	Sell	6,445 -728	-10%	-$45.7K	0.13%	125
2022 Q3	$418K	Buy	7,173 +81	+1%	+$4.67K	0.12%	123
2022 Q2	$433K	Buy	7,092 +294	+4%	+$21.1K	0.13%	121
2022 Q1	$547K	Sell	6,798 -956	-12%	-$72.6K	0.13%	123
2021 Q4	$519K	Sell	7,754 -170	-2%	-$11K	0.11%	130
2021 Q3	$529K	Sell	7,924 -72,042	-90%	-$5.62M	0.12%	123
2021 Q2	$6.71M	Buy	79,966 +2,965	+4%	+$255K	1.53%	19
2021 Q1	$5.98M	Buy	+77,001	New	+$6.32M	1.48%	19

Other funds holding RIO

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marietta Investment Partners's RIO Position: Q1 2024 in Review

Marietta Investment Partners sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 6,966 shares — an estimated $519K sold.

Marietta Investment Partners first reported a position in RIO in Q1 2021 and held it in 12 quarters. The position peaked at $6.71M in Q2 2021. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

Marietta Investment Partners reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
Marietta Investment Partners sold 6,966 Rio Tinto shares in Q1 2024, an estimated $519K.
Marietta Investment Partners first reported a position in Rio Tinto in Q1 2021 and held it in 12 quarters.
Marietta Investment Partners's Rio Tinto position peaked at $6.71M in Q2 2021.
751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Marietta Investment Partners's 13F filing for Q1 2024, filed 13 May 2024.