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Navellier & Associates’s Rio Tinto RIO Stock Holding History

Navellier & Associates’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
Q4 		– Sell
-46,358
Closed -$3.3M – 355
2024
Q3 		$3.3M Sell
46,358
-3,540
-7% -$227K 0.45% 60
2024
Q2 		$3.29M Sell
49,898
-621
-1% -$42.3K 0.39% 64
2024
Q1 		$3.22M Sell
50,519
-3,377
-6% -$226K 0.4% 68
2023
Q4 		$4.01M Buy
53,896
+303
+0.6% +$20.3K 0.6% 47
2023
Q3 		$3.41M Sell
53,593
-4,565
-8% -$291K 0.58% 53
2023
Q2 		$3.71M Sell
58,158
-466
-0.8% -$30K 0.72% 49
2023
Q1 		$4.02M Buy
58,624
+857
+1% +$62.2K 0.85% 33
2022
Q4 		$4.11M Buy
57,767
+11,074
+24% +$696K 0.84% 33
2022
Q3 		$2.57M Buy
+46,693
New +$2.69M 0.57% 58
2015
Q4 		– Sell
-28
Closed -$1K – 292
2015
Q3 		$1K Sell
28
-6,633
-100% -$248K ﹤0.01% 307
2015
Q2 		$274K Buy
6,661
+463
+7% +$20.3K 0.02% 294
2015
Q1 		$257K Sell
6,198
-355
-5% -$16K 0.02% 296
2014
Q4 		$302K Sell
6,553
-100
-2% -$4.71K 0.02% 258
2014
Q3 		$327K Sell
6,653
-868
-12% -$47.9K 0.02% 239
2014
Q2 		$408K Sell
7,521
-475
-6% -$25.8K 0.02% 214
2014
Q1 		$446K Sell
7,996
-177
-2% -$9.65K 0.02% 196
2013
Q4 		$461K Buy
8,173
+1,497
+22% +$77.9K 0.02% 191
2013
Q3 		$326K Buy
6,676
+373
+6% +$17.4K 0.01% 231
2013
Q2 		$259K Buy
+6,303
New +$281K 0.01% 229

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Navellier & Associates's RIO Position: Q4 2024 in Review

Navellier & Associates sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 46,358 shares — an estimated $3.3M sold.

Navellier & Associates first reported a position in RIO in Q2 2013 and held it in 19 quarters. The position peaked at $4.11M in Q4 2022. 755 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

  • Navellier & Associates reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
  • Navellier & Associates sold 46,358 Rio Tinto shares in Q4 2024, an estimated $3.3M.
  • Navellier & Associates first reported a position in Rio Tinto in Q2 2013 and held it in 19 quarters.
  • Navellier & Associates's Rio Tinto position peaked at $4.11M in Q4 2022.
  • 755 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Navellier & Associates's 13F filing for Q4 2024, filed 3 Feb 2025.