Bank Julius Baer & Co’s NIO NIO Stock Holding History

Bank Julius Baer & Co’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
2022 Q1	–	Sell	-4,342	Closed	-$138K	–	724
2021 Q4	$138K	Sell	4,342 -402	-8%	-$14.8K	﹤0.01%	576
2021 Q3	$169K	Buy	4,744 +252	+6%	+$10.4K	﹤0.01%	564
2021 Q2	$239K	Buy	4,492 +1,243	+38%	+$49.8K	﹤0.01%	545
2021 Q1	$127K	Buy	3,249 +2,162	+199%	+$110K	﹤0.01%	599
2020 Q4	$53K	Sell	1,087 -495	-31%	-$19.1K	﹤0.01%	678
2020 Q3	$34K	Buy	+1,582	New	+$24.4K	﹤0.01%	633

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Bank Julius Baer & Co's NIO Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of NIO (NIO) in Q1 2022, closing a stake of 4,342 shares — an estimated $138K sold.

Bank Julius Baer & Co first reported a position in NIO in Q3 2020 and held it in 6 quarters. The position peaked at $239K in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Bank Julius Baer & Co reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 4,342 NIO shares in Q1 2022, an estimated $138K.
Bank Julius Baer & Co first reported a position in NIO in Q3 2020 and held it in 6 quarters.
Bank Julius Baer & Co's NIO position peaked at $239K in Q2 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.