NLG
RIVN icon

New Legacy Group’s Rivian RIVN Stock Holding History

New Legacy Group’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
-90,919
Closed -$1.68M – 27
2022
Q4 		$1.68M Sell
90,919
-185,791
-67% -$5.47M 5.21% 6
2022
Q3 		$9.11M Sell
276,710
-407,525
-60% -$13.9M 23.49% 1
2022
Q2 		$17.6M Sell
684,235
-3,870,525
-85% -$121M 35.71% 1
2022
Q1 		$229M Hold
4,554,760
– – 85.77% 1
2021
Q4 		$472M Buy
+4,554,760
New +$525M 91.27% 1

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Legacy Group's RIVN Position: Q1 2023 in Review

New Legacy Group sold out of Rivian (RIVN) in Q1 2023, closing a stake of 90,919 shares — an estimated $1.68M sold.

New Legacy Group first reported a position in RIVN in Q4 2021 and held it in 5 quarters. The position peaked at $472M in Q4 2021. 604 funds tracked by Wall St. Rank hold RIVN as of Q1 2023.

  • New Legacy Group reported no remaining Rivian position as of Q1 2023 after selling out during the quarter.
  • New Legacy Group sold 90,919 Rivian shares in Q1 2023, an estimated $1.68M.
  • New Legacy Group first reported a position in Rivian in Q4 2021 and held it in 5 quarters.
  • New Legacy Group's Rivian position peaked at $472M in Q4 2021.
  • 604 funds tracked by Wall St. Rank held Rivian as of Q1 2023.

Based on New Legacy Group's 13F filing for Q1 2023, filed 15 May 2023.