WHG
RIO icon

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return