Zacks Investment Management’s Rio Tinto RIO Stock Holding History

Zacks Investment Management’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
2025 Q1	–	Sell	-3,569	Closed	-$210K	–	737
2024 Q4	$210K	Hold	3,569	–	–	﹤0.01%	620
2024 Q3	$254K	Buy	3,569 +33	+0.9%	+$2.12K	﹤0.01%	589
2024 Q2	$233K	Buy	3,536 +37	+1%	+$2.52K	﹤0.01%	551
2024 Q1	$223K	Hold	3,499	–	–	﹤0.01%	586
2023 Q4	$261K	Sell	3,499 -115	-3%	-$7.71K	﹤0.01%	549
2023 Q3	$230K	Sell	3,614 -101	-3%	-$6.44K	﹤0.01%	552
2023 Q2	$237K	Sell	3,715 -68	-2%	-$4.37K	﹤0.01%	572
2023 Q1	$260K	Buy	+3,783	New	+$275K	﹤0.01%	547

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

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

Zacks Investment Management's RIO Position: Q1 2025 in Review

Zacks Investment Management sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 3,569 shares — an estimated $210K sold.

Zacks Investment Management first reported a position in RIO in Q1 2023 and held it in 8 quarters. The position peaked at $261K in Q4 2023. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

Zacks Investment Management reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
Zacks Investment Management sold 3,569 Rio Tinto shares in Q1 2025, an estimated $210K.
Zacks Investment Management first reported a position in Rio Tinto in Q1 2023 and held it in 8 quarters.
Zacks Investment Management's Rio Tinto position peaked at $261K in Q4 2023.
780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.