Westwood Holdings Group’s Rio Tinto RIO Stock Holding History

Westwood Holdings 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
2021 Q1	–	Sell	-2,660	Closed	-$200K	–	478
2020 Q4	$200K	Buy	+2,660	New	+$175K	﹤0.01%	429
2020 Q1	–	Sell	-2,008	Closed	-$119K	–	487
2019 Q4	$119K	Hold	2,008	–	–	﹤0.01%	468
2019 Q3	$105K	Sell	2,008 -16	-0.8%	-$868	﹤0.01%	429
2019 Q2	$126K	Buy	+2,024	New	+$121K	﹤0.01%	469
2016 Q3	–	Sell	-7,345	Closed	-$249K	–	492
2016 Q2	$249K	Buy	+7,345	New	+$219K	﹤0.01%	366
2015 Q4	–	Sell	-14,505	Closed	-$495K	–	402
2015 Q3	$495K	Sell	14,505 -49,062	-77%	-$1.84M	﹤0.01%	339
2015 Q2	$2.63M	Buy	63,567 +998	+2%	+$43.8K	0.02%	283
2015 Q1	$2.74M	Buy	+62,569	New	+$2.83M	0.02%	271

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Westwood Holdings Group's RIO Position: Q1 2021 in Review

Westwood Holdings Group sold out of Rio Tinto (RIO) in Q1 2021, closing a stake of 2,660 shares — an estimated $200K sold.

Westwood Holdings Group first reported a position in RIO in Q1 2015 and held it in 8 quarters. The position peaked at $2.74M in Q1 2015. 588 funds tracked by Wall St. Rank hold RIO as of Q1 2021.

Westwood Holdings Group reported no remaining Rio Tinto position as of Q1 2021 after selling out during the quarter.
Westwood Holdings Group sold 2,660 Rio Tinto shares in Q1 2021, an estimated $200K.
Westwood Holdings Group first reported a position in Rio Tinto in Q1 2015 and held it in 8 quarters.
Westwood Holdings Group's Rio Tinto position peaked at $2.74M in Q1 2015.
588 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2021.

Based on Westwood Holdings Group's 13F filing for Q1 2021, filed 14 May 2021.