Burney Company’s NIO NIO Stock Holding History

Burney Company’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
2021 Q3	–	Sell	-6,348	Closed	-$338K	–	593
2021 Q2	$338K	Sell	6,348 -371	-6%	-$14.9K	0.02%	477
2021 Q1	$262K	Buy	+6,719	New	+$342K	0.01%	501

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Burney Company's NIO Position: Q3 2021 in Review

Burney Company sold out of NIO (NIO) in Q3 2021, closing a stake of 6,348 shares — an estimated $338K sold.

Burney Company first reported a position in NIO in Q1 2021 and held it in 2 quarters. The position peaked at $338K in Q2 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

Burney Company reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
Burney Company sold 6,348 NIO shares in Q3 2021, an estimated $338K.
Burney Company first reported a position in NIO in Q1 2021 and held it in 2 quarters.
Burney Company's NIO position peaked at $338K in Q2 2021.
577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Burney Company's 13F filing for Q3 2021, filed 12 Nov 2021.