Bellecapital’s NIO NIO Stock Holding History

Bellecapital’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
2024 Q4	–	Sell	-18,568	Closed	-$124K	–	166
2024 Q3	$124K	Hold	18,568	–	–	0.02%	158
2024 Q2	$77.2K	Hold	18,568	–	–	0.02%	148
2024 Q1	$83.6K	Sell	18,568 -1,947	-9%	-$11.7K	0.02%	160
2023 Q4	$186K	Sell	20,515 -6,485	-24%	-$51.5K	0.04%	148
2023 Q3	$244K	Buy	27,000 +10,747	+66%	+$120K	0.06%	147
2023 Q2	$157K	Hold	16,253	–	–	0.04%	160
2023 Q1	$171K	Buy	16,253 +3,500	+27%	+$35.8K	0.04%	190
2022 Q4	$124K	Buy	+12,753	New	+$147K	0.03%	188
2022 Q3	–	Sell	-10,341	Closed	-$225K	–	201
2022 Q2	$225K	Hold	10,341	–	–	0.06%	183
2022 Q1	$218K	Buy	+10,341	New	+$244K	0.07%	188
2021 Q1	–	Sell	-6,000	Closed	-$292K	–	195
2020 Q4	$292K	Buy	+6,000	New	+$232K	0.1%	153

Other funds holding NIO

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return