MOTCO’s Rio Tinto RIO Stock Holding History

MOTCO’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	-16	Closed	-$1.02K	–	934
2023 Q2	$1.02K	Buy	+16	New	+$1.03K	﹤0.01%	761
2019 Q3	–	Sell	-139	Closed	-$9K	–	699
2019 Q2	$9K	Buy	+139	New	+$8.33K	﹤0.01%	620
2016 Q4	–	Sell	-37	Closed	-$1K	–	631
2016 Q3	$1K	Buy	+37	New	+$1.18K	﹤0.01%	638
2016 Q2	–	Sell	-808	Closed	-$23K	–	508
2016 Q1	$23K	Hold	808	–	–	﹤0.01%	333
2015 Q4	$24K	Hold	808	–	–	﹤0.01%	327
2015 Q3	$27K	Buy	808 +718	+798%	+$26.9K	﹤0.01%	339
2015 Q2	$4K	Hold	90	–	–	﹤0.01%	521
2015 Q1	$4K	Hold	90	–	–	﹤0.01%	532
2014 Q4	$4K	Hold	90	–	–	﹤0.01%	571
2014 Q3	$4K	Hold	90	–	–	﹤0.01%	577
2014 Q2	$5K	Hold	90	–	–	﹤0.01%	539
2014 Q1	$5K	Hold	90	–	–	﹤0.01%	523
2013 Q4	$5K	Buy	+90	New	+$4.68K	﹤0.01%	547

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

Capital World Investors

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

Franklin Resources

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

Neuberger Berman Group

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

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