McGowan Group Asset Management’s Rio Tinto RIO Stock Holding History

McGowan Group Asset Management’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
2023 Q3	–	Sell	-5,672	Closed	-$362K	–	138
2023 Q2	$362K	Buy	5,672 +66	+1%	+$4.24K	0.06%	99
2023 Q1	$385K	Hold	5,606	–	–	0.06%	92
2022 Q4	$399K	Sell	5,606 -5	-0.1%	-$314	0.06%	88
2022 Q3	$309K	Buy	5,611 +83	+2%	+$4.78K	0.05%	89
2022 Q2	$337K	Sell	5,528 -2,431	-31%	-$174K	0.06%	86
2022 Q1	$640K	Buy	7,959 +4,318	+119%	+$328K	0.1%	65
2021 Q4	$244K	Buy	+3,641	New	+$236K	0.04%	109

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

McGowan Group Asset Management's RIO Position: Q3 2023 in Review

McGowan Group Asset Management sold out of Rio Tinto (RIO) in Q3 2023, closing a stake of 5,672 shares — an estimated $362K sold.

McGowan Group Asset Management first reported a position in RIO in Q4 2021 and held it in 7 quarters. The position peaked at $640K in Q1 2022. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

McGowan Group Asset Management reported no remaining Rio Tinto position as of Q3 2023 after selling out during the quarter.
McGowan Group Asset Management sold 5,672 Rio Tinto shares in Q3 2023, an estimated $362K.
McGowan Group Asset Management first reported a position in Rio Tinto in Q4 2021 and held it in 7 quarters.
McGowan Group Asset Management's Rio Tinto position peaked at $640K in Q1 2022.
713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on McGowan Group Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.