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Bartlett & Co’s NIO NIO Stock Holding History

Bartlett & 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
2023
Q4 		$0 Hold
50
– – ﹤0.01% 1237
2023
Q3 		$0 Hold
50
– – ﹤0.01% 1165
2023
Q2 		$0 Hold
50
– – ﹤0.01% 1148
2023
Q1 		$1K Hold
50
– – ﹤0.01% 1017
2022
Q4 		$0 Hold
50
– – ﹤0.01% 1150
2022
Q3 		$1K Hold
50
– – ﹤0.01% 1113
2022
Q2 		$1K Hold
50
– – ﹤0.01% 1237
2022
Q1 		$1K Buy
+50
New +$1.18K ﹤0.01% 1025

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bartlett & Co's NIO Position: Q4 2023 in Review

Bartlett & Co held its NIO (NIO) position steady in Q4 2023 at 50 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Bartlett & Co first reported a position in NIO in Q1 2022 and has held it in 8 quarters since. The position peaked at $1K in Q1 2023. 499 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

  • Bartlett & Co held 50 shares of NIO worth $0 as of Q4 2023.
  • Bartlett & Co left its NIO share count unchanged in Q4 2023.
  • NIO made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1237 holding.
  • Bartlett & Co first reported a position in NIO in Q1 2022 and has held it in 8 quarters since.
  • Bartlett & Co's NIO position peaked at $1K in Q1 2023.
  • 499 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.