Family Management’s Rivian RIVN Stock Holding History

Family Management’s Portfolio RIVN Stock Details RIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,679	Closed	-$95K	–	197
2024 Q1	$95K	Hold	8,679	–	–	0.02%	155
2023 Q4	$204K	Hold	8,679	–	–	0.04%	129
2023 Q3	$211K	Buy	+8,679	New	+$203K	0.05%	121

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Family Management's RIVN Position: Q2 2024 in Review

Family Management sold out of Rivian (RIVN) in Q2 2024, closing a stake of 8,679 shares — an estimated $95K sold.

Family Management first reported a position in RIVN in Q3 2023 and held it in 3 quarters. The position peaked at $211K in Q3 2023. 739 funds tracked by Wall St. Rank hold RIVN as of Q2 2024.

Family Management reported no remaining Rivian position as of Q2 2024 after selling out during the quarter.
Family Management sold 8,679 Rivian shares in Q2 2024, an estimated $95K.
Family Management first reported a position in Rivian in Q3 2023 and held it in 3 quarters.
Family Management's Rivian position peaked at $211K in Q3 2023.
739 funds tracked by Wall St. Rank held Rivian as of Q2 2024.

Based on Family Management's 13F filing for Q2 2024, filed 14 Aug 2024.