Oarsman Capital’s Rio Tinto RIO Stock Holding History

Oarsman Capital’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
2025 Q1	–	Sell	-492	Closed	-$28.9K	–	697
2024 Q4	$28.9K	Hold	492	–	–	0.01%	544
2024 Q3	$35K	Buy	+492	New	+$31.6K	0.01%	505

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

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

Oarsman Capital's RIO Position: Q1 2025 in Review

Oarsman Capital sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 492 shares — an estimated $28.9K sold.

Oarsman Capital first reported a position in RIO in Q3 2024 and held it in 2 quarters. The position peaked at $35K in Q3 2024. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

Oarsman Capital reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 492 Rio Tinto shares in Q1 2025, an estimated $28.9K.
Oarsman Capital first reported a position in Rio Tinto in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Rio Tinto position peaked at $35K in Q3 2024.
780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.