UCIG
RIO icon

Ulrich Consultants & Investment Group’s Rio Tinto RIO Stock Holding History

Ulrich Consultants & Investment Group’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
-54,431
Closed -$3M – 47
2022
Q3 		$3M Buy
54,431
+625
+1% +$36K 2.31% 13
2022
Q2 		$3.28M Buy
+53,806
New +$3.86M 1.8% 16

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

Ulrich Consultants & Investment Group's RIO Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of Rio Tinto (RIO) in Q4 2022, closing a stake of 54,431 shares — an estimated $3M sold.

Ulrich Consultants & Investment Group first reported a position in RIO in Q2 2022 and held it in 2 quarters. The position peaked at $3.28M in Q2 2022. 683 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

  • Ulrich Consultants & Investment Group reported no remaining Rio Tinto position as of Q4 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 54,431 Rio Tinto shares in Q4 2022, an estimated $3M.
  • Ulrich Consultants & Investment Group first reported a position in Rio Tinto in Q2 2022 and held it in 2 quarters.
  • Ulrich Consultants & Investment Group's Rio Tinto position peaked at $3.28M in Q2 2022.
  • 683 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.