OCM
RIO icon

Orion Capital Management’s Rio Tinto RIO Stock Holding History

Orion Capital 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
2024
Q3 		– Sell
-243
Closed -$16K – 358
2024
Q2 		$16K Hold
243
– – 0.01% 330
2024
Q1 		$15.5K Hold
243
– – 0.01% 354
2023
Q4 		$18.1K Hold
243
– – 0.01% 345
2023
Q3 		$15.5K Buy
+243
New +$15.5K 0.01% 353
2023
Q2 		– Sell
-243
Closed -$16.7K – 366
2023
Q1 		$16.7K Hold
243
– – 0.01% 345
2022
Q4 		$17.3K Hold
243
– – 0.01% 282
2022
Q3 		$13K Hold
243
– – 0.01% 301
2022
Q2 		$15K Hold
243
– – 0.01% 294
2022
Q1 		$20K Buy
+243
New +$18.4K 0.01% 278

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Orion Capital Management's RIO Position: Q3 2024 in Review

Orion Capital Management sold out of Rio Tinto (RIO) in Q3 2024, closing a stake of 243 shares — an estimated $16K sold.

Orion Capital Management first reported a position in RIO in Q1 2022 and held it in 9 quarters. The position peaked at $20K in Q1 2022. 759 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

  • Orion Capital Management reported no remaining Rio Tinto position as of Q3 2024 after selling out during the quarter.
  • Orion Capital Management sold 243 Rio Tinto shares in Q3 2024, an estimated $16K.
  • Orion Capital Management first reported a position in Rio Tinto in Q1 2022 and held it in 9 quarters.
  • Orion Capital Management's Rio Tinto position peaked at $20K in Q1 2022.
  • 759 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Orion Capital Management's 13F filing for Q3 2024, filed 18 Nov 2024.