Bank Hapoalim BM’s NIO NIO Stock Holding History

Bank Hapoalim BM’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-50,715	Closed	-$458K	–	145
2023 Q3	$458K	Sell	50,715 -1,800	-3%	-$20K	0.07%	106
2023 Q2	$509K	Sell	52,515 -400	-0.8%	-$3.38K	0.07%	126
2023 Q1	$556K	Buy	+52,915	New	+$541K	0.08%	129
2021 Q3	–	Sell	-42,189	Closed	-$2.24M	–	243
2021 Q2	$2.24M	Buy	42,189 +36,739	+674%	+$1.47M	0.25%	79
2021 Q1	$212K	Sell	5,450 -2,200	-29%	-$112K	0.03%	222
2020 Q4	$373K	Sell	7,650 -78,430	-91%	-$3.03M	0.05%	160
2020 Q3	$1.83M	Buy	+86,080	New	+$1.33M	0.09%	58

Other funds holding NIO

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

BlackRock New York $6.73T AUM 46.02% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Bank Hapoalim BM's NIO Position: Q4 2023 in Review

Bank Hapoalim BM sold out of NIO (NIO) in Q4 2023, closing a stake of 50,715 shares — an estimated $458K sold.

Bank Hapoalim BM first reported a position in NIO in Q3 2020 and held it in 7 quarters. The position peaked at $2.24M in Q2 2021. 501 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Bank Hapoalim BM reported no remaining NIO position as of Q4 2023 after selling out during the quarter.
Bank Hapoalim BM sold 50,715 NIO shares in Q4 2023, an estimated $458K.
Bank Hapoalim BM first reported a position in NIO in Q3 2020 and held it in 7 quarters.
Bank Hapoalim BM's NIO position peaked at $2.24M in Q2 2021.
501 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Bank Hapoalim BM's 13F filing for Q4 2023, filed 22 Jan 2024.