Yorktown Management & Research Company’s Rio Tinto RIO Stock Holding History

Yorktown Management & Research Company’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
2023 Q4	–	Sell	-4,700	Closed	-$299K	–	222
2023 Q3	$299K	Sell	4,700 -200	-4%	-$12.8K	0.34%	144
2023 Q2	$313K	Buy	4,900 +1,500	+44%	+$96.4K	0.34%	146
2023 Q1	$233K	Buy	+3,400	New	+$247K	0.25%	175
2020 Q2	–	Sell	-6,700	Closed	-$305K	–	308
2020 Q1	$305K	Sell	6,700 -6,300	-48%	-$323K	0.31%	114
2019 Q4	$772K	Hold	13,000	–	–	0.41%	87
2019 Q3	$677K	Hold	13,000	–	–	0.36%	91
2019 Q2	$810K	Hold	13,000	–	–	0.31%	87
2019 Q1	$765K	Buy	13,000 +3,000	+30%	+$165K	0.25%	101
2018 Q4	$485K	Sell	10,000 -5,100	-34%	-$249K	0.16%	153
2018 Q3	$770K	Sell	15,100 -10,000	-40%	-$510K	0.23%	121
2018 Q2	$1.39M	Hold	25,100	–	–	0.4%	59
2018 Q1	$1.29M	Buy	25,100 +20,000	+392%	+$1.09M	0.38%	63
2017 Q4	$270K	Hold	5,100	–	–	0.08%	318
2017 Q3	$241K	Buy	+5,100	New	+$237K	0.06%	329

Other funds holding RIO

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Yorktown Management & Research Company's RIO Position: Q4 2023 in Review

Yorktown Management & Research Company sold out of Rio Tinto (RIO) in Q4 2023, closing a stake of 4,700 shares — an estimated $299K sold.

Yorktown Management & Research Company first reported a position in RIO in Q3 2017 and held it in 14 quarters. The position peaked at $1.39M in Q2 2018. 771 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

Yorktown Management & Research Company reported no remaining Rio Tinto position as of Q4 2023 after selling out during the quarter.
Yorktown Management & Research Company sold 4,700 Rio Tinto shares in Q4 2023, an estimated $299K.
Yorktown Management & Research Company first reported a position in Rio Tinto in Q3 2017 and held it in 14 quarters.
Yorktown Management & Research Company's Rio Tinto position peaked at $1.39M in Q2 2018.
771 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on Yorktown Management & Research Company's 13F filing for Q4 2023, filed 26 Jan 2024.