Security National Trust’s Rio Tinto RIO Stock Holding History

Security National Trust’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
2020 Q1	–	Sell	-1,000	Closed	-$59K	–	481
2019 Q4	$59K	Hold	1,000	–	–	0.02%	252
2019 Q3	$52K	Hold	1,000	–	–	0.02%	249
2019 Q2	$62K	Buy	+1,000	New	+$59.9K	0.02%	243

Other funds holding RIO

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Security National Trust's RIO Position: Q1 2020 in Review

Security National Trust sold out of Rio Tinto (RIO) in Q1 2020, closing a stake of 1,000 shares — an estimated $59K sold.

Security National Trust first reported a position in RIO in Q2 2019 and held it in 3 quarters. The position peaked at $62K in Q2 2019. 392 funds tracked by Wall St. Rank hold RIO as of Q1 2020.

Security National Trust reported no remaining Rio Tinto position as of Q1 2020 after selling out during the quarter.
Security National Trust sold 1,000 Rio Tinto shares in Q1 2020, an estimated $59K.
Security National Trust first reported a position in Rio Tinto in Q2 2019 and held it in 3 quarters.
Security National Trust's Rio Tinto position peaked at $62K in Q2 2019.
392 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2020.

Based on Security National Trust's 13F filing for Q1 2020, filed 11 May 2020.