Marshall & Sullivan’s Rivian RIVN Stock Holding History

Marshall & Sullivan’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
2023 Q1	–	Sell	-20	Closed	-$369	–	78
2022 Q4	$369	Buy	+20	New	+$589	﹤0.01%	94
2022 Q3	–	Sell	-20	Closed	–	–	82
2022 Q2	$0	Buy	+20	New	+$625	﹤0.01%	96

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Marshall & Sullivan's RIVN Position: Q1 2023 in Review

Marshall & Sullivan sold out of Rivian (RIVN) in Q1 2023, closing a stake of 20 shares — an estimated $369 sold.

Marshall & Sullivan first reported a position in RIVN in Q2 2022 and held it in 2 quarters. The position peaked at $369 in Q4 2022. 604 funds tracked by Wall St. Rank hold RIVN as of Q1 2023.

Marshall & Sullivan reported no remaining Rivian position as of Q1 2023 after selling out during the quarter.
Marshall & Sullivan sold 20 Rivian shares in Q1 2023, an estimated $369.
Marshall & Sullivan first reported a position in Rivian in Q2 2022 and held it in 2 quarters.
Marshall & Sullivan's Rivian position peaked at $369 in Q4 2022.
604 funds tracked by Wall St. Rank held Rivian as of Q1 2023.

Based on Marshall & Sullivan's 13F filing for Q1 2023, filed 10 Apr 2023.