Burleson & Co’s NIO NIO Stock Holding History

Burleson & 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 Q4	$55.7K	Buy	5,716 +50	+0.9%	+$576	0.01%	172
2022 Q3	$89K	Buy	5,666 +100	+2%	+$1.98K	0.02%	166
2022 Q2	$121K	Buy	5,566 +50	+0.9%	+$917	0.03%	146
2022 Q1	$116K	Buy	5,516 +260	+5%	+$6.12K	0.02%	164
2021 Q4	$167K	Buy	5,256 +27	+0.5%	+$992	0.02%	148
2021 Q3	$186K	Buy	5,229 +15	+0.3%	+$616	0.03%	135
2021 Q2	$277K	Sell	5,214 -1	-0%	-$40	0.04%	124
2021 Q1	$203K	Buy	+5,215	New	+$266K	0.03%	129

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Burleson & Co's NIO Position: Q4 2022 in Review

Burleson & Co increased its NIO (NIO) stake by 0.88% in Q4 2022, buying an estimated $576 and bringing the position to 5,716 shares worth $55.7K. The position accounts for 0.01% of the portfolio, ranked #172.

Burleson & Co first reported a position in NIO in Q1 2021 and has held it in 8 quarters since. The position peaked at $277K in Q2 2021. 518 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

Burleson & Co held 5,716 shares of NIO worth $55.7K as of Q4 2022.
Burleson & Co bought 50 NIO shares in Q4 2022, an estimated $576.
NIO made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #172 holding.
Burleson & Co first reported a position in NIO in Q1 2021 and has held it in 8 quarters since.
Burleson & Co's NIO position peaked at $277K in Q2 2021.
518 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.