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Shaker Investments’s Rio Tinto RIO Stock Holding History

Shaker Investments’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 		– Sell
-10,592
Closed -$583K – 84
2022
Q3 		$583K Buy
10,592
+21
+0.2% +$1.21K 0.39% 62
2022
Q2 		$645K Buy
+10,571
New +$758K 0.41% 68

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shaker Investments's RIO Position: Q4 2022 in Review

Shaker Investments sold out of Rio Tinto (RIO) in Q4 2022, closing a stake of 10,592 shares — an estimated $583K sold.

Shaker Investments first reported a position in RIO in Q2 2022 and held it in 2 quarters. The position peaked at $645K in Q2 2022. 682 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

  • Shaker Investments reported no remaining Rio Tinto position as of Q4 2022 after selling out during the quarter.
  • Shaker Investments sold 10,592 Rio Tinto shares in Q4 2022, an estimated $583K.
  • Shaker Investments first reported a position in Rio Tinto in Q2 2022 and held it in 2 quarters.
  • Shaker Investments's Rio Tinto position peaked at $645K in Q2 2022.
  • 682 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on Shaker Investments's 13F filing for Q4 2022, filed 13 Feb 2023.