NERM
RIO icon

New England Research & Management’s Rio Tinto RIO Stock Holding History

New England Research & 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
2022
Q3 		– Sell
-5,950
Closed -$363K – 183
2022
Q2 		$363K Buy
+5,950
New +$426K 0.21% 121
2021
Q3 		– Sell
-5,825
Closed -$489K – 189
2021
Q2 		$489K Sell
5,825
-2,675
-31% -$230K 0.25% 117
2021
Q1 		$660K Buy
+8,500
New +$697K 0.36% 89

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New England Research & Management's RIO Position: Q3 2022 in Review

New England Research & Management sold out of Rio Tinto (RIO) in Q3 2022, closing a stake of 5,950 shares — an estimated $363K sold.

New England Research & Management first reported a position in RIO in Q1 2021 and held it in 3 quarters. The position peaked at $660K in Q1 2021. 633 funds tracked by Wall St. Rank hold RIO as of Q3 2022.

  • New England Research & Management reported no remaining Rio Tinto position as of Q3 2022 after selling out during the quarter.
  • New England Research & Management sold 5,950 Rio Tinto shares in Q3 2022, an estimated $363K.
  • New England Research & Management first reported a position in Rio Tinto in Q1 2021 and held it in 3 quarters.
  • New England Research & Management's Rio Tinto position peaked at $660K in Q1 2021.
  • 633 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2022.

Based on New England Research & Management's 13F filing for Q3 2022, filed 6 Oct 2022.