Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.6M Buy
265,985
+11,108
+4% +$56.1K ﹤0.01% 1779
2025
Q4
$1.3M Buy
254,877
+6,267
+3% +$38.7K ﹤0.01% 1840
2025
Q3
$1.89M Sell
248,610
-8,306
-3% -$44.7K ﹤0.01% 1681
2025
Q2
$881K Buy
256,916
+14,231
+6% +$53K ﹤0.01% 1971
2025
Q1
$925K Sell
242,685
-975,194
-80% -$4.29M ﹤0.01% 1862
2024
Q4
$5.31M Buy
1,217,879
+972,507
+396% +$4.95M ﹤0.01% 1189
2024
Q3
$1.6M Sell
245,372
-80,809
-25% -$371K ﹤0.01% 1802
2024
Q2
$1.43M Sell
326,181
-11,428
-3% -$54.1K ﹤0.01% 1830
2024
Q1
$1.64M Sell
337,609
-184,907
-35% -$1.12M ﹤0.01% 1735
2023
Q4
$4.93M Sell
522,516
-151,827
-23% -$1.21M ﹤0.01% 1290
2023
Q3
$7.28M Buy
674,343
+317,665
+89% +$3.54M ﹤0.01% 1132
2023
Q2
$3.46M Sell
356,678
-919,242
-72% -$7.78M ﹤0.01% 1511
2023
Q1
$13.4M Buy
1,275,920
+13,785
+1% +$141K 0.01% 825
2022
Q4
$16.3M Sell
1,262,135
-2,354,882
-65% -$27.1M 0.01% 772
2022
Q3
$57.1K Buy
3,617,017
+986,880
+38% +$19.5M 0.03% 332
2022
Q2
$63.3K Sell
2,630,137
-522,343
-17% -$9.58M 0.03% 333
2022
Q1
$69.9M Buy
+3,152,480
New +$74.2M 0.04% 359
2021
Q2
Sell
-693,733
Closed -$26.8M 4508
2021
Q1
$26.8M Sell
693,733
-227,773
-25% -$11.6M 0.02% 587
2020
Q4
$57.8M Buy
921,506
+87,544
+10% +$3.39M 0.04% 382
2020
Q3
$17.2M Sell
833,962
-300,715
-27% -$4.63M 0.02% 636
2020
Q2
$16.5M Sell
1,134,677
-498,602
-31% -$2.19M 0.02% 657
2020
Q1
$3.9M Sell
1,633,279
-505,543
-24% -$1.88M ﹤0.01% 1102
2019
Q4
$8.6M Buy
2,138,822
+759,549
+55% +$1.53M 0.01% 1065
2019
Q3
$2.15M Sell
1,379,273
-1,289,892
-48% -$3.95M ﹤0.01% 1640
2019
Q2
$6.81M Buy
2,669,165
+2,585,059
+3,074% +$10.4M 0.01% 1065
2019
Q1
$430K Sell
84,106
-47,344
-36% -$336K ﹤0.01% 2374
2018
Q4
$837K Buy
131,450
+130,300
+11,330% +$906K ﹤0.01% 1964
2018
Q3
$8K Buy
+1,150
New +$9.47K ﹤0.01% 3994

Other funds holding NIO