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Stevens Capital Management’s Rio Tinto RIO Stock Holding History

Stevens 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
2020
Q4 		– Sell
-6,707
Closed -$405K – 214
2020
Q3 		$405K Sell
6,707
-3,213
-32% -$197K 0.15% 80
2020
Q2 		$557K Buy
+9,920
New +$503K 0.21% 62
2019
Q4 		– Sell
-22,512
Closed -$1.17M – 767
2019
Q3 		$1.17M Buy
22,512
+18,693
+489% +$1.01M 0.11% 206
2019
Q2 		$238K Buy
+3,819
New +$229K 0.01% 562
2018
Q4 		– Sell
-40,256
Closed -$2.05M – 878
2018
Q3 		$2.05M Buy
40,256
+27,067
+205% +$1.38M 0.08% 298
2018
Q2 		$732K Buy
13,189
+381
+3% +$21.3K 0.03% 485
2018
Q1 		$660K Sell
12,808
-5,924
-32% -$323K 0.03% 476
2017
Q4 		$991K Buy
18,732
+7,545
+67% +$368K 0.04% 436
2017
Q3 		$528K Sell
11,187
-14,292
-56% -$664K 0.02% 543
2017
Q2 		$1.08M Buy
+25,479
New +$1.02M 0.04% 408
2017
Q1 		– Sell
-9,947
Closed -$383K – 1068
2016
Q4 		$383K Sell
9,947
-42,587
-81% -$1.56M 0.02% 641
2016
Q3 		$1.75M Buy
+52,534
New +$1.67M 0.07% 303
2016
Q2 		– Sell
-56,309
Closed -$1.59M – 1090
2016
Q1 		$1.59M Sell
56,309
-22,378
-28% -$596K 0.06% 333
2015
Q4 		$2.29M Buy
78,687
+45,744
+139% +$1.55M 0.09% 268
2015
Q3 		$1.11M Sell
32,943
-28,266
-46% -$1.06M 0.05% 330
2015
Q2 		$2.52M Sell
61,209
-37,091
-38% -$1.63M 0.09% 248
2015
Q1 		$4.07M Buy
98,300
+86,448
+729% +$3.91M 0.14% 171
2014
Q4 		$546K Sell
11,852
-41,424
-78% -$1.95M 0.02% 556
2014
Q3 		$2.62M Sell
53,276
-25,675
-33% -$1.42M 0.08% 290
2014
Q2 		$4.29M Buy
78,951
+13,673
+21% +$742K 0.11% 224
2014
Q1 		$3.64M Buy
65,278
+46,333
+245% +$2.53M 0.1% 232
2013
Q4 		$1.07M Buy
+18,945
New +$985K 0.03% 461

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Stevens Capital Management's RIO Position: Q4 2020 in Review

Stevens Capital Management sold out of Rio Tinto (RIO) in Q4 2020, closing a stake of 6,707 shares — an estimated $405K sold.

Stevens Capital Management first reported a position in RIO in Q4 2013 and held it in 22 quarters. The position peaked at $4.29M in Q2 2014. 532 funds tracked by Wall St. Rank hold RIO as of Q4 2020.

  • Stevens Capital Management reported no remaining Rio Tinto position as of Q4 2020 after selling out during the quarter.
  • Stevens Capital Management sold 6,707 Rio Tinto shares in Q4 2020, an estimated $405K.
  • Stevens Capital Management first reported a position in Rio Tinto in Q4 2013 and held it in 22 quarters.
  • Stevens Capital Management's Rio Tinto position peaked at $4.29M in Q2 2014.
  • 532 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2020.

Based on Stevens Capital Management's 13F filing for Q4 2020, filed 8 Feb 2021.