Sargent Bickham Lagudis’s Rio Tinto RIO Stock Holding History

Sargent Bickham Lagudis’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 Q4	$56.7K	Buy	797 +200	+34%	+$12.6K	﹤0.01%	423
2022 Q3	$33K	Hold	597	–	–	﹤0.01%	490
2022 Q2	$36K	Hold	597	–	–	﹤0.01%	487
2022 Q1	$48K	Hold	597	–	–	﹤0.01%	462
2021 Q4	$40K	Hold	597	–	–	﹤0.01%	495
2021 Q3	$40K	Sell	597 -96	-14%	-$7.49K	﹤0.01%	488
2021 Q2	$58K	Buy	693 +96	+16%	+$8.25K	﹤0.01%	423
2021 Q1	$46K	Hold	597	–	–	﹤0.01%	449
2020 Q4	$45K	Hold	597	–	–	﹤0.01%	446
2020 Q3	$36K	Hold	597	–	–	﹤0.01%	431
2020 Q2	$34K	Hold	597	–	–	﹤0.01%	412
2020 Q1	$27K	Hold	597	–	–	﹤0.01%	417
2019 Q4	$35K	Hold	597	–	–	﹤0.01%	433
2019 Q3	$31K	Hold	597	–	–	﹤0.01%	409
2019 Q2	$37K	Hold	597	–	–	﹤0.01%	411
2019 Q1	$35K	Hold	597	–	–	﹤0.01%	435
2018 Q4	$29K	Buy	+597	New	+$29.1K	﹤0.01%	439
2016 Q3	–	Sell	-380	Closed	-$12K	–	765
2016 Q2	$12K	Buy	+380	New	+$11.3K	﹤0.01%	521

Other funds holding RIO

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Sargent Bickham Lagudis's RIO Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Rio Tinto (RIO) stake by 34% in Q4 2022, buying an estimated $12.6K and bringing the position to 797 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Sargent Bickham Lagudis first reported a position in RIO in Q2 2016 and has held it in 18 quarters since. The position peaked at $58K in Q2 2021. 682 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

Sargent Bickham Lagudis held 797 shares of Rio Tinto worth $56.7K as of Q4 2022.
Sargent Bickham Lagudis bought 200 Rio Tinto shares in Q4 2022, an estimated $12.6K.
Rio Tinto made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #423 holding.
Sargent Bickham Lagudis first reported a position in Rio Tinto in Q2 2016 and has held it in 18 quarters since.
Sargent Bickham Lagudis's Rio Tinto position peaked at $58K in Q2 2021.
682 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.