Simplicity Solutions’s Rio Tinto RIO Stock Holding History

Simplicity Solutions’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 Q4	$433K	Buy	5,821 +804	+16%	+$53.9K	0.01%	715
2023 Q3	$319K	Buy	5,017 +294	+6%	+$18.8K	0.01%	743
2023 Q2	$302K	Buy	4,723 +726	+18%	+$46.7K	0.01%	828
2023 Q1	$274K	Buy	+3,997	New	+$290K	0.01%	888
2022 Q2	–	Sell	-4,757	Closed	-$382K	–	683
2022 Q1	$382K	Buy	+4,757	New	+$361K	0.05%	374
2019 Q3	–	Sell	-3,228	Closed	-$201K	–	772
2019 Q2	$201K	Sell	3,228 -1,304	-29%	-$78.1K	0.01%	628
2019 Q1	$267K	Sell	4,532 -10,162	-69%	-$559K	0.02%	573
2018 Q4	$713K	Buy	+14,694	New	+$717K	0.09%	238

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Solutions's RIO Position: Q4 2023 in Review

Simplicity Solutions increased its Rio Tinto (RIO) stake by 16% in Q4 2023, buying an estimated $53.9K and bringing the position to 5,821 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #715.

Simplicity Solutions first reported a position in RIO in Q4 2018 and has held it in 8 quarters since. The position peaked at $713K in Q4 2018. 770 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

Simplicity Solutions held 5,821 shares of Rio Tinto worth $433K as of Q4 2023.
Simplicity Solutions bought 804 Rio Tinto shares in Q4 2023, an estimated $53.9K.
Rio Tinto made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #715 holding.
Simplicity Solutions first reported a position in Rio Tinto in Q4 2018 and has held it in 8 quarters since.
Simplicity Solutions's Rio Tinto position peaked at $713K in Q4 2018.
770 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.