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Meritage Portfolio Management’s Rivian RIVN Stock Holding History

Meritage Portfolio 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
Q4 		– Sell
-83,133
Closed -$933K – 339
2024
Q3 		$933K Buy
83,133
+8,556
+11% +$123K 0.06% 205
2024
Q2 		$1M Buy
74,577
+18,880
+34% +$197K 0.06% 199
2024
Q1 		$610K Buy
55,697
+4,120
+8% +$59.4K 0.04% 230
2023
Q4 		$1.21M Buy
51,577
+6,164
+14% +$116K 0.08% 185
2023
Q3 		$1.1M Sell
45,413
-2,854
-6% -$66.6K 0.08% 186
2023
Q2 		$804K Buy
+48,267
New +$674K 0.06% 201

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meritage Portfolio Management's RIVN Position: Q4 2024 in Review

Meritage Portfolio Management sold out of Rivian (RIVN) in Q4 2024, closing a stake of 83,133 shares — an estimated $933K sold.

Meritage Portfolio Management first reported a position in RIVN in Q2 2023 and held it in 6 quarters. The position peaked at $1.21M in Q4 2023. 757 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

  • Meritage Portfolio Management reported no remaining Rivian position as of Q4 2024 after selling out during the quarter.
  • Meritage Portfolio Management sold 83,133 Rivian shares in Q4 2024, an estimated $933K.
  • Meritage Portfolio Management first reported a position in Rivian in Q2 2023 and held it in 6 quarters.
  • Meritage Portfolio Management's Rivian position peaked at $1.21M in Q4 2023.
  • 757 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on Meritage Portfolio Management's 13F filing for Q4 2024, filed 27 Jan 2025.