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NFJ Investment Group’s Rio Tinto RIO Stock Holding History

NFJ Investment Group’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
-27,470
Closed -$1.75M – 254
2023
Q2 		$1.75M Buy
27,470
+505
+2% +$32.5K 0.05% 206
2023
Q1 		$1.85M Sell
26,965
-14,236
-35% -$1.03M 0.05% 230
2022
Q4 		$2.93M Sell
41,201
-22,158
-35% -$1.39M 0.08% 220
2022
Q3 		$5.2M Buy
63,359
+14,496
+30% +$835K 0.14% 185
2022
Q2 		$2.98M Sell
48,863
-11,466
-19% -$822K 0.07% 237
2022
Q1 		$4.85M Buy
60,329
+27,265
+82% +$2.07M 0.1% 210
2021
Q4 		$2.21M Buy
33,064
+1,873
+6% +$121K 0.04% 306
2021
Q3 		$2.08M Buy
31,191
+54
+0.2% +$4.21K 0.04% 315
2021
Q2 		$2.61M Buy
31,137
+13,013
+72% +$1.12M 0.05% 301
2021
Q1 		$1.41M Buy
+18,124
New +$1.49M 0.03% 339

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

NFJ Investment Group's RIO Position: Q3 2023 in Review

NFJ Investment Group sold out of Rio Tinto (RIO) in Q3 2023, closing a stake of 27,470 shares — an estimated $1.75M sold.

NFJ Investment Group first reported a position in RIO in Q1 2021 and held it in 10 quarters. The position peaked at $5.2M in Q3 2022. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

  • NFJ Investment Group reported no remaining Rio Tinto position as of Q3 2023 after selling out during the quarter.
  • NFJ Investment Group sold 27,470 Rio Tinto shares in Q3 2023, an estimated $1.75M.
  • NFJ Investment Group first reported a position in Rio Tinto in Q1 2021 and held it in 10 quarters.
  • NFJ Investment Group's Rio Tinto position peaked at $5.2M in Q3 2022.
  • 713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on NFJ Investment Group's 13F filing for Q3 2023, filed 8 Nov 2023.