Lee, Danner & Bass’s Rivian RIVN Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-50	Closed	-$665	–	597
2024 Q4	$665	Buy	+50	New	+$575	﹤0.01%	726

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Lee, Danner & Bass's RIVN Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Rivian (RIVN) in Q1 2025, closing a stake of 50 shares — an estimated $665 sold.

Lee, Danner & Bass first reported a position in RIVN in Q4 2024 and held it in 1 quarter. The position peaked at $665 in Q4 2024. 756 funds tracked by Wall St. Rank hold RIVN as of Q1 2025.

Lee, Danner & Bass reported no remaining Rivian position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 50 Rivian shares in Q1 2025, an estimated $665.
Lee, Danner & Bass first reported a position in Rivian in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Rivian position peaked at $665 in Q4 2024.
756 funds tracked by Wall St. Rank held Rivian as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.