Belmont Capital’s NIO NIO Stock Holding History

Belmont Capital’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 Q1	–	Sell	-10,000	Closed	-$90.7K	–	192
2023 Q4	$90.7K	Hold	10,000	–	–	0.04%	97
2023 Q3	$90.4K	Hold	10,000	–	–	0.05%	96
2023 Q2	$96.9K	Hold	10,000	–	–	0.05%	57
2023 Q1	$105K	Hold	10,000	–	–	0.09%	40
2022 Q4	$98K	Hold	10,000	–	–	0.1%	38
2022 Q3	$158K	Hold	10,000	–	–	0.19%	28
2022 Q2	$217K	Hold	10,000	–	–	0.26%	18
2022 Q1	$211K	Buy	+10,000	New	+$236K	0.21%	17

Other funds holding NIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

Jane Street New York $1.21T AUM 78.12% 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

Belmont Capital's NIO Position: Q1 2024 in Review

Belmont Capital sold out of NIO (NIO) in Q1 2024, closing a stake of 10,000 shares — an estimated $90.7K sold.

Belmont Capital first reported a position in NIO in Q1 2022 and held it in 8 quarters. The position peaked at $217K in Q2 2022. 483 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

Belmont Capital reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
Belmont Capital sold 10,000 NIO shares in Q1 2024, an estimated $90.7K.
Belmont Capital first reported a position in NIO in Q1 2022 and held it in 8 quarters.
Belmont Capital's NIO position peaked at $217K in Q2 2022.
483 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on Belmont Capital's 13F filing for Q1 2024, filed 14 May 2024.