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Schubert & Co’s Rio Tinto RIO Stock Holding History

Schubert & Co’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
Q2 		– Sell
-192
Closed -$13.2K – 1188
2023
Q1 		$13.2K Buy
192
+100
+109% +$7.26K 0.01% 180
2022
Q4 		$6.55K Sell
92
-152
-62% -$9.55K 0.01% 332
2022
Q3 		$13K Buy
244
+43
+21% +$2.48K 0.01% 157
2022
Q2 		$12K Buy
+201
New +$14.4K 0.01% 162

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schubert & Co's RIO Position: Q2 2023 in Review

Schubert & Co sold out of Rio Tinto (RIO) in Q2 2023, closing a stake of 192 shares — an estimated $13.2K sold.

Schubert & Co first reported a position in RIO in Q2 2022 and held it in 4 quarters. The position peaked at $13.2K in Q1 2023. 710 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

  • Schubert & Co reported no remaining Rio Tinto position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 192 Rio Tinto shares in Q2 2023, an estimated $13.2K.
  • Schubert & Co first reported a position in Rio Tinto in Q2 2022 and held it in 4 quarters.
  • Schubert & Co's Rio Tinto position peaked at $13.2K in Q1 2023.
  • 710 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.