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

Goldman Sachs New York $761B 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Bank of America

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