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Ulland Investment Advisors’s Rivian RIVN Stock Holding History

Ulland Investment Advisors’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
-36
Closed – – 215
2024
Q3 		$0 Hold
36
– – ﹤0.01% 223
2024
Q2 		$0 Sell
36
-34
-49% -$355 ﹤0.01% 236
2024
Q1 		$1K Buy
70
+34
+94% +$490 ﹤0.01% 223
2023
Q4 		$1K Hold
36
– – ﹤0.01% 197
2023
Q3 		$1K Hold
36
– – ﹤0.01% 210
2023
Q2 		$1K Hold
36
– – ﹤0.01% 209
2023
Q1 		$1K Hold
36
– – ﹤0.01% 201
2022
Q4 		$1K Hold
36
– – ﹤0.01% 209
2022
Q3 		$1K Hold
36
– – ﹤0.01% 211
2022
Q2 		$1K Hold
36
– – ﹤0.01% 239
2022
Q1 		$2K Buy
36
+11
+44% +$669 ﹤0.01% 245
2021
Q4 		$3K Buy
+25
New +$2.88K ﹤0.01% 199

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

Ulland Investment Advisors's RIVN Position: Q4 2024 in Review

Ulland Investment Advisors sold out of Rivian (RIVN) in Q4 2024, closing a stake of 36 shares.

Ulland Investment Advisors first reported a position in RIVN in Q4 2021 and held it in 12 quarters. The position peaked at $3K in Q4 2021. 757 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

  • Ulland Investment Advisors reported no remaining Rivian position as of Q4 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 36 Rivian shares in Q4 2024.
  • Ulland Investment Advisors first reported a position in Rivian in Q4 2021 and held it in 12 quarters.
  • Ulland Investment Advisors's Rivian position peaked at $3K in Q4 2021.
  • 757 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on Ulland Investment Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.