Welch & Forbes’s Rio Tinto RIO Stock Holding History

Welch & Forbes’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
2021 Q4	–	Sell	-4,508	Closed	-$301K	–	396
2021 Q3	$301K	Sell	4,508 -1,000	-18%	-$78K	0.01%	342
2021 Q2	$462K	Hold	5,508	–	–	0.01%	300
2021 Q1	$428K	Hold	5,508	–	–	0.01%	298
2020 Q4	$414K	Hold	5,508	–	–	0.01%	297
2020 Q3	$333K	Hold	5,508	–	–	0.01%	291
2020 Q2	$310K	Buy	+5,508	New	+$279K	0.01%	292

Other funds holding RIO

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Welch & Forbes's RIO Position: Q4 2021 in Review

Welch & Forbes sold out of Rio Tinto (RIO) in Q4 2021, closing a stake of 4,508 shares — an estimated $301K sold.

Welch & Forbes first reported a position in RIO in Q2 2020 and held it in 6 quarters. The position peaked at $462K in Q2 2021. 604 funds tracked by Wall St. Rank hold RIO as of Q4 2021.

Welch & Forbes reported no remaining Rio Tinto position as of Q4 2021 after selling out during the quarter.
Welch & Forbes sold 4,508 Rio Tinto shares in Q4 2021, an estimated $301K.
Welch & Forbes first reported a position in Rio Tinto in Q2 2020 and held it in 6 quarters.
Welch & Forbes's Rio Tinto position peaked at $462K in Q2 2021.
604 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2021.

Based on Welch & Forbes's 13F filing for Q4 2021, filed 19 Jan 2022.