JGUA
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John G. Ullman & Associates’s Rivian RIVN Stock Holding History

John G. Ullman & Associates’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
Q4 		– Sell
-12,000
Closed -$135K – 185
2024
Q3 		$135K Buy
12,000
+1,000
+9% +$14.4K 0.02% 178
2024
Q2 		$148K Buy
+11,000
New +$115K 0.02% 176
2022
Q2 		– Sell
-44,000
Closed -$2.21M – 169
2022
Q1 		$2.21M Buy
+44,000
New +$2.68M 0.31% 67

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John G. Ullman & Associates's RIVN Position: Q4 2024 in Review

John G. Ullman & Associates sold out of Rivian (RIVN) in Q4 2024, closing a stake of 12,000 shares — an estimated $135K sold.

John G. Ullman & Associates first reported a position in RIVN in Q1 2022 and held it in 3 quarters. The position peaked at $2.21M in Q1 2022. 757 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

  • John G. Ullman & Associates reported no remaining Rivian position as of Q4 2024 after selling out during the quarter.
  • John G. Ullman & Associates sold 12,000 Rivian shares in Q4 2024, an estimated $135K.
  • John G. Ullman & Associates first reported a position in Rivian in Q1 2022 and held it in 3 quarters.
  • John G. Ullman & Associates's Rivian position peaked at $2.21M in Q1 2022.
  • 757 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on John G. Ullman & Associates's 13F filing for Q4 2024, filed 5 Feb 2025.