SOL Capital Management’s Rio Tinto RIO Stock Holding History

SOL Capital Management’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	–	Sell	-4,205	Closed	-$268K	–	305
2023 Q3	$268K	Buy	4,205 +250	+6%	+$15.9K	0.04%	255
2023 Q2	$252K	Buy	3,955 +130	+3%	+$8.36K	0.04%	258
2023 Q1	$262K	Sell	3,825 -25	-0.6%	-$1.81K	0.04%	257
2022 Q4	$274K	Sell	3,850 -1,000	-21%	-$62.8K	0.05%	244
2022 Q3	$267K	Buy	+4,850	New	+$279K	0.06%	230

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

SOL Capital Management's RIO Position: Q4 2023 in Review

SOL Capital Management sold out of Rio Tinto (RIO) in Q4 2023, closing a stake of 4,205 shares — an estimated $268K sold.

SOL Capital Management first reported a position in RIO in Q3 2022 and held it in 5 quarters. The position peaked at $274K in Q4 2022. 770 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

SOL Capital Management reported no remaining Rio Tinto position as of Q4 2023 after selling out during the quarter.
SOL Capital Management sold 4,205 Rio Tinto shares in Q4 2023, an estimated $268K.
SOL Capital Management first reported a position in Rio Tinto in Q3 2022 and held it in 5 quarters.
SOL Capital Management's Rio Tinto position peaked at $274K in Q4 2022.
770 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on SOL Capital Management's 13F filing for Q4 2023, filed 25 Jan 2024.