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Mitchell McLeod Pugh & Williams’s Rio Tinto RIO Stock Holding History

Mitchell McLeod Pugh & Williams’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
Q4 		– Sell
-3,645
Closed -$232K – 257
2023
Q3 		$232K Buy
3,645
+88
+2% +$5.61K 0.07% 221
2023
Q2 		$227K Buy
3,557
+109
+3% +$7.01K 0.07% 229
2023
Q1 		$237K Sell
3,448
-31
-0.9% -$2.25K 0.07% 222
2022
Q4 		$248K Buy
+3,479
New +$219K 0.08% 212

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's RIO Position: Q4 2023 in Review

Mitchell McLeod Pugh & Williams sold out of Rio Tinto (RIO) in Q4 2023, closing a stake of 3,645 shares — an estimated $232K sold.

Mitchell McLeod Pugh & Williams first reported a position in RIO in Q4 2022 and held it in 4 quarters. The position peaked at $248K in Q4 2022. 770 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

  • Mitchell McLeod Pugh & Williams reported no remaining Rio Tinto position as of Q4 2023 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 3,645 Rio Tinto shares in Q4 2023, an estimated $232K.
  • Mitchell McLeod Pugh & Williams first reported a position in Rio Tinto in Q4 2022 and held it in 4 quarters.
  • Mitchell McLeod Pugh & Williams's Rio Tinto position peaked at $248K in Q4 2022.
  • 770 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q4 2023, filed 5 Feb 2024.